Modera Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Modera Wealth Management, LLC holds 102,702 shares of BRK-B stock, worth $45.5 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
102,702
Previous 99,857 2.85%
Holding current value
$45.5 Million
Previous $40.6 Million 16.37%
% of portfolio
0.61%
Previous 0.6%

Shares

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

Oct 24, 2024
BUY
$405.19 - $478.57 $1.15 Million - $1.36 Million
2,845 Added 2.85%
102,702 $47.3 Million
Q2 2024

Jul 29, 2024
SELL
$396.73 - $420.24 $785,922 - $832,495
-1,981 Reduced 1.95%
99,857 $40.6 Million
Q1 2024

May 14, 2024
BUY
$359.29 - $420.52 $1.17 Million - $1.37 Million
3,260 Added 3.31%
101,838 $42.8 Million
Q4 2023

Feb 14, 2024
BUY
$331.71 - $362.68 $311,143 - $340,193
938 Added 0.96%
98,578 $35.2 Million
Q3 2023

Nov 01, 2023
SELL
$340.9 - $370.48 $383,171 - $416,419
-1,124 Reduced 1.14%
97,640 $34.2 Million
Q2 2023

Aug 07, 2023
BUY
$309.07 - $341.0 $7.39 Million - $8.16 Million
23,917 Added 31.95%
98,764 $33.7 Million
Q1 2023

May 05, 2023
BUY
$293.51 - $320.37 $151,744 - $165,631
517 Added 0.7%
74,847 $23.1 Million
Q4 2022

Feb 07, 2023
BUY
$264.0 - $318.6 $165,528 - $199,762
627 Added 0.85%
74,330 $23 Million
Q3 2022

Nov 01, 2022
SELL
$264.32 - $306.65 $99,120 - $114,993
-375 Reduced 0.51%
73,703 $19.7 Million
Q2 2022

Jul 27, 2022
SELL
$267.52 - $353.1 $255,214 - $336,857
-954 Reduced 1.27%
74,078 $20.2 Million
Q1 2022

May 03, 2022
BUY
$300.79 - $359.57 $579,622 - $692,891
1,927 Added 2.64%
75,032 $26.5 Million
Q4 2021

Feb 04, 2022
BUY
$273.64 - $300.17 $682,184 - $748,323
2,493 Added 3.53%
73,105 $21.9 Million
Q3 2021

Nov 04, 2021
BUY
$272.66 - $291.28 $398,628 - $425,851
1,462 Added 2.11%
70,612 $19.3 Million
Q2 2021

Aug 02, 2021
BUY
$258.2 - $292.52 $211,982 - $240,158
821 Added 1.2%
69,150 $19.2 Million
Q1 2021

Apr 29, 2021
SELL
$227.36 - $263.99 $280,789 - $326,027
-1,235 Reduced 1.78%
68,329 $17.5 Million
Q4 2020

Feb 11, 2021
SELL
$200.7 - $233.92 $2.51 Million - $2.93 Million
-12,511 Reduced 15.24%
69,564 $16.1 Million
Q3 2020

Nov 12, 2020
BUY
$177.99 - $221.68 $4,805 - $5,985
27 Added 0.03%
82,075 $17.5 Million
Q2 2020

Aug 12, 2020
SELL
$169.25 - $201.56 $882,131 - $1.05 Million
-5,212 Reduced 5.97%
82,048 $14.6 Million
Q1 2020

May 12, 2020
BUY
$162.13 - $230.2 $13 Million - $18.5 Million
80,227 Added 1140.72%
87,260 $16 Million
Q4 2019

Feb 05, 2020
BUY
$203.1 - $227.05 $29,043 - $32,468
143 Added 2.08%
7,033 $1.59 Million
Q3 2019

Nov 12, 2019
BUY
$195.81 - $215.25 $29,371 - $32,287
150 Added 2.23%
6,890 $1.43 Million
Q2 2019

Aug 07, 2019
BUY
$197.42 - $218.6 $63,766 - $70,607
323 Added 5.03%
6,740 $1.44 Million
Q1 2019

May 13, 2019
BUY
$191.66 - $209.19 $114,996 - $125,514
600 Added 10.31%
6,417 $1.29 Million
Q4 2018

Feb 14, 2019
BUY
$187.76 - $223.76 $7,510 - $8,950
40 Added 0.69%
5,817 $1.19 Million
Q3 2018

Nov 13, 2018
BUY
$186.02 - $221.68 $20,462 - $24,384
110 Added 1.94%
5,777 $1.24 Million
Q2 2018

Aug 10, 2018
SELL
$184.91 - $201.2 $50,480 - $54,927
-273 Reduced 4.6%
5,667 $1.06 Million
Q1 2018

May 10, 2018
BUY
$191.42 - $217.25 $288,469 - $327,395
1,507 Added 34.0%
5,940 $1.19 Million
Q4 2017

Feb 05, 2018
BUY
$181.06 - $199.56 $19,011 - $20,953
105 Added 2.43%
4,433 $879,000
Q3 2017

Nov 14, 2017
BUY
$173.99 - $183.82 $43,497 - $45,955
250 Added 6.13%
4,328 $793,000
Q2 2017

Aug 10, 2017
BUY
N/A
4,078
4,078 $691,000

Others Institutions Holding BRK-B

# of Institutions
4,383
Shares Held
830M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $576B
More about BRK-B
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