Strategic Wealth Investment Group, LLC Berkshire Hathaway Inc Class B Transaction History

Strategic Wealth Investment Group, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 290,334 shares of BRK-B stock, worth $134 Million. This represents 6.27% of its overall portfolio holdings.

Number of Shares
290,334
Previous 1,327 21778.98%
Holding current value
$134 Million
Previous $610,000 21474.1%
% of portfolio
6.27%
Previous 0.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$442.29 - $483.08 $128 Million - $140 Million
289,007 Added 21778.98%
290,334 $132 Million
Q3 2024

Oct 24, 2024
SELL
$405.19 - $478.57 $489,064 - $577,633
-1,207 Reduced 47.63%
1,327 $610,000
Q2 2024

Aug 13, 2024
SELL
$396.73 - $420.24 $50,384 - $53,370
-127 Reduced 4.77%
2,534 $1.03 Million
Q4 2023

Jan 16, 2024
BUY
$331.71 - $362.68 $103,493 - $113,156
312 Added 13.28%
2,661 $949,000
Q3 2023

Nov 03, 2023
BUY
$340.9 - $370.48 $33,408 - $36,307
98 Added 4.35%
2,349 $822,000
Q2 2023

Jul 17, 2023
SELL
$309.07 - $341.0 $710,242 - $783,618
-2,298 Reduced 50.52%
2,251 $767,000
Q1 2023

Apr 24, 2023
BUY
$293.51 - $320.37 $560,604 - $611,906
1,910 Added 72.38%
4,549 $1.4 Million
Q1 2023

Apr 20, 2023
BUY
$293.51 - $320.37 $63,104 - $68,879
215 Added 8.87%
2,639 $814,000
Q4 2022

Jan 27, 2023
BUY
$264.0 - $318.6 $14,256 - $17,204
54 Added 2.28%
2,424 $0
Q3 2022

Oct 21, 2022
BUY
$264.32 - $306.65 $362,647 - $420,723
1,372 Added 137.47%
2,370 $633,000
Q2 2022

Aug 08, 2022
SELL
$267.52 - $353.1 $365,967 - $483,040
-1,368 Reduced 57.82%
998 $272,000
Q1 2022

Apr 26, 2022
SELL
$300.79 - $359.57 $9,926 - $11,865
-33 Reduced 1.38%
2,366 $835,000
Q4 2021

Jan 21, 2022
SELL
$273.64 - $300.17 $199,209 - $218,523
-728 Reduced 23.28%
2,399 $717,000
Q3 2021

Nov 15, 2021
BUY
$272.66 - $291.28 $173,684 - $185,545
637 Added 25.58%
3,127 $854,000
Q2 2021

Jul 16, 2021
BUY
$258.2 - $292.52 $82,624 - $93,606
320 Added 14.75%
2,490 $692,000
Q1 2021

Apr 22, 2021
SELL
$227.36 - $263.99 $1,364 - $1,583
-6 Reduced 0.28%
2,170 $554,000
Q4 2020

Jan 26, 2021
BUY
$200.7 - $233.92 $436,723 - $509,009
2,176 New
2,176 $505,000
Q4 2020

Jan 15, 2021
SELL
$200.7 - $233.92 $435,318 - $507,372
-2,169 Closed
0 $0
Q3 2020

Nov 03, 2020
BUY
$177.99 - $221.68 $3,203 - $3,990
18 Added 0.84%
2,169 $462,000
Q2 2020

Jul 13, 2020
SELL
$169.25 - $201.56 $99,688 - $118,718
-589 Reduced 21.5%
2,151 $384,000
Q1 2020

Apr 20, 2020
BUY
$162.13 - $230.2 $281,295 - $399,397
1,735 Added 172.64%
2,740 $501,000
Q4 2019

Feb 11, 2020
BUY
$203.1 - $227.05 $204,115 - $228,185
1,005 New
1,005 $228,000

Others Institutions Holding BRK-B

# of Institutions
4,415
Shares Held
833M
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 $600B
More about BRK-B
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