Golden State Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 5,588 shares of BRK-B stock, worth $2.64 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

5,588

Previous 4,256 31.3%

Holding current value

$2.64 Million

Previous $1.5 Million 168536.95%

% of portfolio

0.38%

Previous 0.29%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$442.29 - $483.08 $589,130 - $643,462	1,332 Added 31.3%	5,588 $2.53 Billion
Q1 2022 May 19, 2022	SELL	$300.79 - $359.57 $912,296 - $1.09 Million	-3,033 Reduced 41.61%	4,256 $1.5 Million
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $554,355 - $662,687	1,843 Added 33.84%	7,289 $1.86 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $18,881 - $20,711	69 Added 1.28%	5,446 $1.63 Million
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $194,679 - $207,973	-714 Reduced 11.72%	5,377 $1.47 Million
Q2 2021 Aug 12, 2021	SELL	$258.2 - $292.52 $309,323 - $350,438	-1,198 Reduced 16.44%	6,091 $1.69 Million
Q1 2021 May 14, 2021	SELL	$227.36 - $263.99 $548,392 - $636,743	-2,412 Reduced 24.86%	7,289 $1.86 Million
Q4 2020 Jan 28, 2021	SELL	$200.7 - $233.92 $53,386 - $62,222	-266 Reduced 2.67%	9,701 $2.25 Million
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $204,332 - $254,488	-1,148 Reduced 10.33%	9,967 $2.12 Million
Q2 2020 Aug 13, 2020	BUY	$169.25 - $201.56 $812,569 - $967,689	4,801 Added 76.04%	11,115 $1.98 Million
Q2 2020 Aug 11, 2020	BUY	$169.25 - $201.56 $351,701 - $418,841	2,078 Added 49.06%	6,314 $1.13 Million
Q1 2020 Apr 17, 2020	BUY	$162.13 - $230.2 $271,892 - $386,045	1,677 Added 65.53%	4,236 $774,000
Q4 2019 Feb 13, 2020	BUY	$203.1 - $227.05 $519,732 - $581,020	2,559 New	2,559 $579,000

Others Institutions Holding BRK-B

# of Institutions

4,459

Shares Held

835M

Call Options Held

21M

Put Options Held

12.9M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $615B

More about BRK-B

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Golden State Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History