Sfg Wealth Management, Llc. Berkshire Hathaway Inc Class B Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 928 shares of BRK-B stock, worth $426,026. This represents 0.24% of its overall portfolio holdings.

Number of Shares

928

Previous 928 -0.0%

Holding current value

$426,026

Previous $377,000 13.26%

% of portfolio

0.24%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$396.73 - $420.24 $32,531 - $34,459	-82 Reduced 8.12%	928 $377,000
Q4 2023 Jan 19, 2024	BUY	$331.71 - $362.68 $15,590 - $17,045	47 Added 4.88%	1,010 $360,000
Q2 2023 Jul 14, 2023	BUY	$309.07 - $341.0 $46,360 - $51,150	150 Added 18.45%	963 $328,000
Q1 2023 Apr 11, 2023	BUY	$293.51 - $320.37 $29,644 - $32,357	101 Added 14.19%	813 $251,000
Q4 2022 Jan 31, 2023	BUY	$264.0 - $318.6 $187,968 - $226,843	712 New	712 $219,000
Q2 2022 Jul 13, 2022	BUY	$267.52 - $353.1 $9,898 - $13,064	37 Added 3.98%	967 $264,000
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $254,485 - $279,158	930 New	930 $278,000

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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Sfg Wealth Management, Llc. Berkshire Hathaway Inc Class B Transaction History