Sugarloaf Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,956 shares of BRKB stock, worth $0. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,956
Previous 2,142 8.68%
Holding current value
$0
Previous $871,000 3.33%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 08, 2024
SELL
N/A
-186 Reduced 8.68%
1,956 $900,000
Q2 2024

Jul 08, 2024
BUY
N/A
7 Added 0.33%
2,142 $871,000
Q1 2024

Apr 23, 2024
BUY
N/A
67 Added 3.24%
2,135 $897,000
Q4 2023

Jan 10, 2024
BUY
N/A
23 Added 1.12%
2,068 $737,000
Q3 2023

Nov 13, 2023
SELL
N/A
-116 Reduced 5.37%
2,045 $716,000
Q2 2023

Jul 13, 2023
BUY
N/A
200 Added 10.2%
2,161 $736,000
Q1 2023

Apr 26, 2023
BUY
N/A
78 Added 4.14%
1,961 $605,000
Q4 2022

Feb 03, 2023
BUY
N/A
2 Added 0.11%
1,883 $581,000
Q3 2022

Oct 11, 2022
SELL
N/A
-45 Reduced 2.34%
1,881 $503,000
Q2 2022

Jul 12, 2022
BUY
N/A
194 Added 11.2%
1,926 $526,000
Q4 2021

Jan 20, 2022
SELL
N/A
-100 Reduced 5.46%
1,732 $518,000
Q2 2021

Jul 20, 2021
BUY
N/A
43 Added 2.4%
1,832 $509,000
Q1 2021

Apr 19, 2021
SELL
N/A
-636 Reduced 26.23%
1,789 $457,000
Q1 2020

Apr 15, 2020
SELL
N/A
-75 Reduced 3.0%
2,425 $443,000
Q4 2019

Jan 29, 2020
BUY
N/A
2,500 New
2,500 $566,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email