Ledge Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 7,982 shares of BRK-B stock, worth $3.6 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

7,982

Previous 8,115 1.64%

Holding current value

$3.6 Million

Previous $2.84 Million 0.14%

% of portfolio

1.11%

Previous 1.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$331.71 - $362.68 $44,117 - $48,236	-133 Reduced 1.64%	7,982 $2.85 Million
Q3 2023 Oct 23, 2023	BUY	$340.9 - $370.48 $230,789 - $250,814	677 Added 9.1%	8,115 $2.84 Million
Q2 2023 Jul 11, 2023	SELL	$309.07 - $341.0 $314,015 - $346,456	-1,016 Reduced 12.02%	7,438 $2.54 Million
Q1 2023 Apr 14, 2023	BUY	$293.51 - $320.37 $108,892 - $118,857	371 Added 4.59%	8,454 $2.61 Million
Q4 2022 Feb 02, 2023	BUY	$264.0 - $318.6 $348,480 - $420,552	1,320 Added 19.52%	8,083 $2.5 Million
Q3 2022 Oct 18, 2022	SELL	$264.32 - $306.65 $200,090 - $232,134	-757 Reduced 10.07%	6,763 $1.81 Million
Q2 2022 Jul 20, 2022	BUY	$267.52 - $353.1 $337,610 - $445,612	1,262 Added 20.17%	7,520 $2.05 Million
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $1.88 Million - $2.25 Million	6,258 New	6,258 $2.21 Million

Others Institutions Holding BRK-B

# of Institutions

4,321

Shares Held

852M

Call Options Held

17.1M

Put Options Held

9.31M

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 $587B

More about BRK-B

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Ledge Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History