High Mark Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

High Mark Wealth Management LLC

$173 Million
Q4 2024

A detailed history of High Mark Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, High Mark Wealth Management LLC holds 697 shares of BRK-B stock, worth $325,840. This represents 0.18% of its overall portfolio holdings.

Number of Shares

697

Previous 420 65.95%

Holding current value

$325,840

Previous $193,000 63.21%

% of portfolio

0.18%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$442.29 - $483.08 $122,514 - $133,813	277 Added 65.95%	697 $315,000
Q3 2024 Oct 17, 2024	BUY	$405.19 - $478.57 $8,508 - $10,049	21 Added 5.26%	420 $193,000
Q4 2023 Jan 22, 2024	BUY	$331.71 - $362.68 $1,658 - $1,813	5 Added 1.27%	399 $142,000
Q3 2023 Oct 18, 2023	BUY	$340.9 - $370.48 $8,522 - $9,262	25 Added 6.78%	394 $138,000
Q1 2023 Apr 20, 2023	SELL	$293.51 - $320.37 $42,558 - $46,453	-145 Reduced 28.21%	369 $113,000
Q3 2022 Oct 21, 2022	BUY	$264.32 - $306.65 $6,608 - $7,666	25 Added 5.11%	514 $137,000
Q1 2022 Apr 25, 2022	BUY	$300.79 - $359.57 $37,598 - $44,946	125 Added 34.34%	489 $173,000
Q3 2021 Nov 01, 2021	SELL	$272.66 - $291.28 $15,268 - $16,311	-56 Reduced 13.33%	364 $99,000
Q2 2021 Aug 02, 2021	SELL	$258.2 - $292.52 $10,069 - $11,408	-39 Reduced 8.5%	420 $117,000
Q1 2021 Apr 22, 2021	SELL	$227.36 - $263.99 $3,637 - $4,223	-16 Reduced 3.37%	459 $117,000
Q4 2020 Jan 27, 2021	SELL	$200.7 - $233.92 $2,408 - $2,807	-12 Reduced 2.46%	475 $110,000
Q3 2020 Oct 26, 2020	SELL	$177.99 - $221.68 $1,601 - $1,995	-9 Reduced 1.81%	487 $106,000
Q2 2020 Jul 22, 2020	SELL	$169.25 - $201.56 $5,077 - $6,046	-30 Reduced 5.7%	496 $89,000
Q1 2020 Apr 30, 2020	BUY	$162.13 - $230.2 $10,214 - $14,502	63 Added 13.61%	526 $96,000
Q4 2019 Mar 19, 2020	BUY	$203.1 - $227.05 $94,035 - $105,124	463 New	463 $104,000

Others Institutions Holding BRK-B

# of Institutions

4,500

Shares Held

836M

Call Options Held

21.1M

Put Options Held

13M

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 $608B

More about BRK-B

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High Mark Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History