Wealthcare Capital Management LLC Berkshire Hathaway Inc Class B Transaction History

Wealthcare Capital Management LLC

$978 Million
Q3 2024

A detailed history of Wealthcare Capital Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 1,958 shares of BRK-B stock, worth $898,056. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,958

Previous 1,902 2.94%

Holding current value

$898,056

Previous $773,000 16.56%

% of portfolio

0.09%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$405.19 - $478.57 $22,690 - $26,799	56 Added 2.94%	1,958 $901,000
Q2 2024 Aug 09, 2024	BUY	$396.73 - $420.24 $491,945 - $521,097	1,240 Added 187.31%	1,902 $773,000
Q1 2024 Apr 15, 2024	SELL	$359.29 - $420.52 $54,252 - $63,498	-151 Reduced 18.57%	662 $278,000
Q4 2023 Feb 08, 2024	BUY	$331.71 - $362.68 $5,307 - $5,802	16 Added 2.01%	813 $289,000
Q3 2023 Oct 12, 2023	BUY	$340.9 - $370.48 $21,135 - $22,969	62 Added 8.44%	797 $279,000
Q2 2023 Jul 18, 2023	BUY	$309.07 - $341.0 $227,166 - $250,635	735 New	735 $250,000
Q2 2022 Aug 12, 2022	SELL	$267.52 - $353.1 $226,054 - $298,369	-845 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$300.79 - $359.57 $254,167 - $303,836	845 New	845 $298,000
Q4 2021 Feb 11, 2022	SELL	$273.64 - $300.17 $357,100 - $391,721	-1,305 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $1,908 - $2,038	-7 Reduced 0.53%	1,305 $356,000
Q2 2021 Aug 16, 2021	BUY	$258.2 - $292.52 $9,037 - $10,238	35 Added 2.74%	1,312 $365,000
Q1 2021 Apr 30, 2021	SELL	$227.36 - $263.99 $1,136 - $1,319	-5 Reduced 0.39%	1,277 $326,000
Q4 2020 Feb 02, 2021	BUY	$200.7 - $233.92 $200 - $233	1 Added 0.08%	1,282 $297,000
Q3 2020 Oct 28, 2020	BUY	$177.99 - $221.68 $20,290 - $25,271	114 Added 9.77%	1,281 $273,000
Q2 2020 Jul 29, 2020	BUY	$169.25 - $201.56 $17,602 - $20,962	104 Added 9.78%	1,167 $208,000
Q1 2020 Apr 29, 2020	SELL	$162.13 - $230.2 $42,153 - $59,852	-260 Reduced 19.65%	1,063 $194,000
Q4 2019 Jan 29, 2020	BUY	$203.1 - $227.05 $60,523 - $67,660	298 Added 29.07%	1,323 $300,000
Q2 2019 Jul 30, 2019	BUY	$197.42 - $218.6 $2,369 - $2,623	12 Added 1.18%	1,025 $218,000
Q3 2018 Nov 14, 2018	BUY	$186.02 - $221.68 $186,020 - $221,680	1,000 Added 7692.31%	1,013 $217,000
Q1 2016 Sep 20, 2017	BUY	N/A	13	13 $2,000

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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Wealthcare Capital Management LLC Berkshire Hathaway Inc Class B Transaction History