Schwarz Dygos Wheeler Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$399 Million
Q4 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 119,454 shares of BRK-B stock, worth $62.7 Million. This represents 13.57% of its overall portfolio holdings.

Number of Shares

119,454

Previous 117,456 1.7%

Holding current value

$62.7 Million

Previous $54.1 Million 0.16%

% of portfolio

13.57%

Previous 13.79%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$442.29 - $483.08 $883,695 - $965,193	1,998 Added 1.7%	119,454 $54.1 Million
Q3 2024 Nov 08, 2024	SELL	$405.19 - $478.57 $217,587 - $256,992	-537 Reduced 0.46%	117,456 $54.1 Million
Q2 2024 Aug 02, 2024	BUY	$396.73 - $420.24 $129,730 - $137,418	327 Added 0.28%	117,993 $48 Million
Q1 2024 May 03, 2024	SELL	$359.29 - $420.52 $293,899 - $343,985	-818 Reduced 0.69%	117,666 $49.5 Million
Q4 2023 Feb 02, 2024	SELL	$331.71 - $362.68 $164,859 - $180,251	-497 Reduced 0.42%	118,484 $42.3 Million
Q3 2023 Nov 03, 2023	SELL	$340.9 - $370.48 $47,044 - $51,126	-138 Reduced 0.12%	118,981 $41.7 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $2,163 - $2,387	-7 Reduced 0.01%	119,119 $40.6 Million
Q1 2023 Apr 27, 2023	SELL	$293.51 - $320.37 $113,588 - $123,983	-387 Reduced 0.32%	119,126 $36.8 Million
Q4 2022 Feb 08, 2023	BUY	$264.0 - $318.6 $406,296 - $490,325	1,539 Added 1.3%	119,513 $36.9 Million
Q3 2022 Nov 04, 2022	SELL	$264.32 - $306.65 $144,583 - $167,737	-547 Reduced 0.46%	117,974 $31.5 Million
Q2 2022 Aug 09, 2022	BUY	$267.52 - $353.1 $165,059 - $217,862	617 Added 0.52%	118,521 $32.4 Million
Q1 2022 May 11, 2022	SELL	$300.79 - $359.57 $391,628 - $468,160	-1,302 Reduced 1.09%	117,904 $41.6 Million
Q4 2021 Feb 08, 2022	BUY	$273.64 - $300.17 $286,501 - $314,277	1,047 Added 0.89%	119,206 $35.6 Million
Q3 2021 Oct 21, 2021	BUY	$272.66 - $291.28 $237,486 - $253,704	871 Added 0.74%	118,159 $32.3 Million
Q2 2021 Jul 28, 2021	BUY	$258.2 - $292.52 $382,394 - $433,222	1,481 Added 1.28%	117,288 $32.6 Million
Q1 2021 May 07, 2021	BUY	$227.36 - $263.99 $160,743 - $186,640	707 Added 0.61%	115,807 $29.6 Million
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $853,175 - $994,393	4,251 Added 3.83%	115,100 $26.7 Million
Q3 2020 Nov 03, 2020	BUY	$177.99 - $221.68 $505,313 - $629,349	2,839 Added 2.63%	110,849 $23.6 Million
Q2 2020 Jul 15, 2020	BUY	$169.25 - $201.56 $364,564 - $434,160	2,154 Added 2.03%	108,010 $19.9 Million
Q1 2020 Apr 14, 2020	BUY	$162.13 - $230.2 $735,583 - $1.04 Million	4,537 Added 4.48%	105,856 $19.4 Million
Q4 2019 Jan 09, 2020	BUY	$203.1 - $227.05 $595,692 - $665,937	2,933 Added 2.98%	101,319 $22.9 Million
Q3 2019 Nov 15, 2019	BUY	$195.81 - $215.25 $554,729 - $609,803	2,833 Added 2.96%	98,386 $20.5 Million
Q2 2019 Nov 15, 2019	BUY	$197.42 - $218.6 $592,062 - $655,581	2,999 Added 3.24%	95,553 $20.4 Million
Q1 2019 Nov 15, 2019	BUY	$191.66 - $209.19 $540,097 - $589,497	2,818 Added 3.14%	92,554 $18.6 Million
Q4 2018 Nov 15, 2019	BUY	$187.76 - $223.76 $16.8 Million - $20.1 Million	89,736 New	89,736 $18.3 Million

Others Institutions Holding BRK-B

# of Institutions

4,829

Shares Held

881M

Call Options Held

21.2M

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 $683B

More about BRK-B

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Schwarz Dygos Wheeler Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History