A detailed history of Heritage Wealth Management, Inc./Texas transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,408 shares of BRK-B stock, worth $673,812. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,408 -0.0%
Holding current value
$673,812
Previous $573 Million 13.14%
% of portfolio
0.38%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$396.73 - $420.24 $182,495 - $193,310
460 Added 48.52%
1,408 $573 Million
Q4 2023

Jan 24, 2024

SELL
$331.71 - $362.68 $48,097 - $52,588
-145 Reduced 13.27%
948 $338 Million
Q3 2023

Nov 07, 2023

BUY
$340.9 - $370.48 $49,430 - $53,719
145 Added 15.3%
1,093 $383 Million
Q1 2023

May 02, 2023

SELL
$293.51 - $320.37 $26,122 - $28,512
-89 Reduced 8.58%
948 $293 Million
Q4 2022

Feb 23, 2023

BUY
$264.0 - $318.6 $273,768 - $330,388
1,037 New
1,037 $320 Million

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 $623B
More about BRK-B
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