Juncture Wealth Strategies, LLC Berkshire Hathaway Inc Class B Transaction History

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,015 shares of BRK-B stock, worth $916,623. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,015
Previous 2,087 3.45%
Holding current value
$916,623
Previous $848,000 9.32%
% of portfolio
0.36%
Previous 0.36%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$405.19 - $478.57 $29,173 - $34,457
-72 Reduced 3.45%
2,015 $927,000
Q2 2024

Jul 11, 2024
SELL
$396.73 - $420.24 $58,319 - $61,775
-147 Reduced 6.58%
2,087 $848,000
Q1 2024

Apr 05, 2024
SELL
$359.29 - $420.52 $2,155 - $2,523
-6 Reduced 0.27%
2,234 $939,000
Q4 2023

Jan 08, 2024
SELL
$331.71 - $362.68 $4,975 - $5,440
-15 Reduced 0.67%
2,240 $798,000
Q3 2023

Oct 10, 2023
SELL
$340.9 - $370.48 $1,704 - $1,852
-5 Reduced 0.22%
2,255 $789,000
Q2 2023

Jul 11, 2023
BUY
$309.07 - $341.0 $8,963 - $9,889
29 Added 1.3%
2,260 $770,000
Q1 2023

May 05, 2023
BUY
$293.51 - $320.37 $6,750 - $7,368
23 Added 1.04%
2,231 $688,000
Q4 2022

Jan 18, 2023
SELL
$264.0 - $318.6 $528 - $637
-2 Reduced 0.09%
2,208 $0
Q3 2022

Oct 11, 2022
BUY
$264.32 - $306.65 $71,895 - $83,408
272 Added 14.04%
2,210 $590,000
Q2 2022

Jul 14, 2022
BUY
$267.52 - $353.1 $39,592 - $52,258
148 Added 8.27%
1,938 $529,000
Q3 2021

Oct 15, 2021
SELL
$272.66 - $291.28 $67,619 - $72,237
-248 Reduced 12.17%
1,790 $489,000
Q2 2021

Aug 13, 2021
BUY
$258.2 - $292.52 $526,211 - $596,155
2,038 New
2,038 $589,000

Others Institutions Holding BRK-B

# of Institutions
4,314
Shares Held
851M
Call Options Held
17.1M
Put Options Held
9.31M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $592B
More about BRK-B
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