A detailed history of Marshall Financial Group LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Marshall Financial Group LLC holds 2,761 shares of BRKB stock, worth $0. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,761
Previous 2,494 10.71%
Holding current value
$0
Previous $1.01 Million 25.25%
% of portfolio
0.31%
Previous 0.29%

Shares

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

Oct 16, 2024

BUY
N/A
267 Added 10.71%
2,761 $1.27 Million
Q2 2024

Jul 19, 2024

SELL
N/A
-36 Reduced 1.42%
2,494 $1.01 Million
Q1 2024

Apr 19, 2024

BUY
N/A
7 Added 0.28%
2,530 $1.06 Million
Q3 2023

Oct 19, 2023

SELL
N/A
-12 Reduced 0.47%
2,523 $883,000
Q2 2023

Jul 17, 2023

SELL
N/A
-32 Reduced 1.25%
2,535 $864,000
Q1 2023

Apr 18, 2023

SELL
N/A
-28 Reduced 1.08%
2,567 $792,000
Q4 2022

Feb 01, 2023

SELL
N/A
-29 Reduced 1.11%
2,595 $801,000
Q3 2022

Oct 12, 2022

SELL
N/A
-3 Reduced 0.11%
2,624 $701,000
Q2 2022

Jul 25, 2022

SELL
N/A
-386 Reduced 12.81%
2,627 $717,000
Q1 2022

May 10, 2022

BUY
N/A
205 Added 7.3%
3,013 $1.06 Million
Q4 2021

Jan 27, 2022

SELL
N/A
-18 Reduced 0.64%
2,808 $840,000
Q3 2021

Oct 28, 2021

SELL
N/A
-870 Reduced 23.54%
2,826 $771,000
Q2 2021

Jul 14, 2021

BUY
N/A
879 Added 31.2%
3,696 $1.03 Million
Q1 2021

Apr 20, 2021

SELL
N/A
-122 Reduced 4.15%
2,817 $720,000
Q4 2020

Jan 29, 2021

BUY
N/A
2,939 New
2,939 $681,000

Others Institutions Holding BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group 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 Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.