Lwm Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History

Lwm Advisory Services, LLC

$131 Million
Q3 2024

A detailed history of Lwm Advisory Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 8,937 shares of BRK-B stock, worth $4.1 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

8,937

Previous 8,093 10.43%

Holding current value

$4.1 Million

Previous $3.29 Million 24.94%

% of portfolio

3.14%

Previous 2.85%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$405.19 - $478.57 $341,980 - $403,913	844 Added 10.43%	8,937 $4.11 Million
Q2 2024 Aug 08, 2024	SELL	$396.73 - $420.24 $321,748 - $340,814	-811 Reduced 9.11%	8,093 $3.29 Million
Q1 2024 May 09, 2024	SELL	$359.29 - $420.52 $43,833 - $51,303	-122 Reduced 1.35%	8,904 $3.74 Million
Q4 2023 Feb 05, 2024	BUY	$331.71 - $362.68 $49,424 - $54,039	149 Added 1.68%	9,026 $3.22 Million
Q3 2023 Nov 02, 2023	BUY	$340.9 - $370.48 $52,157 - $56,683	153 Added 1.75%	8,877 $3.11 Million
Q2 2023 Aug 07, 2023	BUY	$309.07 - $341.0 $11,126 - $12,276	36 Added 0.41%	8,724 $2.97 Million
Q1 2023 May 02, 2023	BUY	$293.51 - $320.37 $4,696 - $5,125	16 Added 0.18%	8,688 $2.68 Million
Q4 2022 Feb 07, 2023	SELL	$264.0 - $318.6 $394,680 - $476,307	-1,495 Reduced 14.7%	8,672 $2.68 Million
Q3 2022 Nov 16, 2022	BUY	$264.32 - $306.65 $193,746 - $224,774	733 Added 7.77%	10,167 $2.75 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $417,331 - $550,836	1,560 Added 19.81%	9,434 $2.58 Million
Q1 2022 May 09, 2022	BUY	$300.79 - $359.57 $275,523 - $329,366	916 Added 13.16%	7,874 $2.77 Million
Q4 2021 Feb 18, 2022	BUY	$273.64 - $300.17 $1.9 Million - $2.09 Million	6,958 New	6,958 $2.08 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

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 $597B

More about BRK-B

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Lwm Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History