A detailed history of Marcum Wealth, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Marcum Wealth, LLC holds 8,851 shares of BRKB stock, worth $0. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,851
Previous 8,639 2.45%
Holding current value
$0
Previous $3.51 Million 15.91%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Oct 08, 2024

BUY
N/A
212 Added 2.45%
8,851 $4.07 Million
Q2 2024

Jul 02, 2024

BUY
N/A
323 Added 3.88%
8,639 $3.51 Million
Q1 2024

Apr 10, 2024

BUY
N/A
34 Added 0.41%
8,316 $3.5 Million
Q4 2023

Jan 10, 2024

SELL
N/A
-378 Reduced 4.36%
8,282 $2.95 Million
Q3 2023

Oct 10, 2023

BUY
N/A
40 Added 0.46%
8,660 $3.03 Million
Q2 2023

Jul 13, 2023

BUY
N/A
135 Added 1.59%
8,620 $2.94 Million
Q1 2023

Apr 19, 2023

BUY
N/A
989 Added 13.19%
8,485 $2.62 Million
Q4 2022

Jan 12, 2023

BUY
N/A
476 Added 6.78%
7,496 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-641 Reduced 8.37%
7,020 $1.87 Million
Q2 2022

Jul 14, 2022

BUY
N/A
375 Added 5.15%
7,661 $2.09 Million
Q1 2022

Apr 20, 2022

BUY
N/A
115 Added 1.6%
7,286 $2.57 Million
Q4 2021

Feb 01, 2022

BUY
N/A
320 Added 4.67%
7,171 $2.14 Million
Q3 2021

Nov 08, 2021

BUY
N/A
3,336 Added 94.91%
6,851 $1.87 Million
Q2 2021

Aug 10, 2021

SELL
N/A
-1,931 Reduced 35.46%
3,515 $977,000
Q1 2021

May 11, 2021

BUY
N/A
2,822 Added 107.55%
5,446 $1.39 Million
Q4 2020

Feb 09, 2021

BUY
N/A
73 Added 2.86%
2,624 $608,000
Q3 2020

Nov 09, 2020

SELL
N/A
-384 Reduced 13.08%
2,551 $543,000
Q2 2020

Aug 14, 2020

SELL
N/A
-676 Reduced 18.72%
2,935 $524,000
Q1 2020

May 14, 2020

BUY
N/A
197 Added 5.77%
3,611 $660,000
Q4 2019

Feb 13, 2020

BUY
N/A
3,414 New
3,414 $773,000

Others Institutions Holding BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.