A detailed history of Lodestone Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 8,222 shares of BRK-B stock, worth $3.92 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
8,222
Previous 8,315 1.12%
Holding current value
$3.92 Million
Previous $3.38 Billion 11.88%
% of portfolio
1.89%
Previous 1.78%

Shares

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

Oct 29, 2024

SELL
$405.19 - $478.57 $37,682 - $44,507
-93 Reduced 1.12%
8,222 $3.78 Billion
Q2 2024

Jul 16, 2024

SELL
$396.73 - $420.24 $46,020 - $48,747
-116 Reduced 1.38%
8,315 $3.38 Billion
Q1 2024

Apr 30, 2024

SELL
$359.29 - $420.52 $9,700 - $11,354
-27 Reduced 0.32%
8,431 $3.55 Billion
Q4 2023

Jan 24, 2024

BUY
$331.71 - $362.68 $60,039 - $65,645
181 Added 2.19%
8,458 $3.02 Billion
Q3 2023

Oct 20, 2023

SELL
$340.9 - $370.48 $14,658 - $15,930
-43 Reduced 0.52%
8,277 $2.9 Billion
Q2 2023

Jul 25, 2023

BUY
$309.07 - $341.0 $12,362 - $13,640
40 Added 0.48%
8,320 $2.84 Billion
Q1 2023

May 15, 2023

SELL
$293.51 - $320.37 $19,665 - $21,464
-67 Reduced 0.8%
8,280 $2.56 Billion
Q4 2022

Feb 09, 2023

BUY
$264.0 - $318.6 $2.2 Million - $2.66 Million
8,347 New
8,347 $2.58 Billion

Others Institutions Holding BRK-B

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 $620B
More about BRK-B
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