Levy Wealth Management Group, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Levy Wealth Management Group, LLC

$390 Million
Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 5,821 shares of BRKB stock, worth $0. This represents 0.61% of its overall portfolio holdings.

Number of Shares

5,821

Previous 5,819 0.03%

Holding current value

Previous $2.45 Million 3.27%

% of portfolio

0.61%

Previous 0.65%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	N/A	2 Added 0.03%	5,821 $2.37 Million
Q4 2023 Jan 23, 2024	BUY	N/A	23 Added 0.4%	5,819 $2.08 Million
Q3 2023 Oct 24, 2023	SELL	N/A	-198 Reduced 3.3%	5,796 $2.03 Million
Q2 2023 Jul 21, 2023	SELL	N/A	-1 Reduced 0.02%	5,994 $2.04 Million
Q1 2023 May 04, 2023	BUY	N/A	2,145 Added 55.71%	5,995 $1.85 Million
Q4 2022 Feb 08, 2023	SELL	N/A	-18 Reduced 0.47%	3,850 $1.19 Million
Q3 2022 Oct 28, 2022	BUY	N/A	62 Added 1.63%	3,868 $1.03 Million
Q1 2022 May 05, 2022	BUY	N/A	258 Added 7.27%	3,806 $1.34 Million
Q2 2021 Aug 10, 2021	SELL	N/A	-40 Reduced 1.11%	3,548 $986,000
Q1 2021 May 10, 2021	SELL	N/A	-50 Reduced 1.37%	3,588 $917,000
Q4 2020 Feb 10, 2021	BUY	N/A	3,638 New	3,638 $844,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Levy Wealth Management Group, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History