National Wealth Management Group, LLC Berkshire Hathaway Inc Class B Transaction History

National Wealth Management Group, LLC

$152 Billion
Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, National Wealth Management Group, LLC holds 10,308 shares of BRK-B stock, worth $5.23 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares

10,308

Previous 10,209 0.97%

Holding current value

$5.23 Million

Previous $4.63 Billion 18.63%

% of portfolio

3.61%

Previous 3.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$442.66 - $534.52 $43,823 - $52,917	99 Added 0.97%	10,308 $5.49 Billion
Q4 2024 Feb 12, 2025	BUY	$442.29 - $483.08 $407,349 - $444,916	921 Added 9.92%	10,209 $4.63 Billion
Q3 2024 Nov 13, 2024	BUY	$405.19 - $478.57 $440,846 - $520,684	1,088 Added 13.27%	9,288 $4.27 Billion
Q2 2024 Aug 09, 2024	BUY	$396.73 - $420.24 $467,347 - $495,042	1,178 Added 16.78%	8,200 $3.34 Billion
Q1 2024 May 17, 2024	BUY	$359.29 - $420.52 $53,534 - $62,657	149 Added 2.17%	7,022 $2.95 Billion
Q4 2023 Feb 01, 2024	BUY	$331.71 - $362.68 $60,371 - $66,007	182 Added 2.72%	6,873 $2.45 Billion
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $53,521 - $58,165	157 Added 2.4%	6,691 $2.34 Billion
Q2 2023 Aug 09, 2023	BUY	$309.07 - $341.0 $769,584 - $849,090	2,490 Added 61.57%	6,534 $2.38 Billion
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $1.19 Million - $1.3 Million	4,044 New	4,044 $1.3 Billion
Q4 2022 Nov 17, 2023	SELL	$264.0 - $318.6 $136,752 - $165,034	-518 Reduced 10.67%	4,338 $1.34 Billion
Q3 2022 Nov 17, 2023	SELL	$264.32 - $306.65 $485,027 - $562,702	-1,835 Reduced 27.42%	4,856 $1.3 Billion
Q2 2022 Nov 17, 2023	BUY	$267.52 - $353.1 $48,153 - $63,558	180 Added 3.6%	5,184 $1.42 Billion
Q1 2022 Nov 17, 2023	SELL	$300.79 - $359.57 $4,812 - $5,753	-16 Reduced 0.32%	5,004 $1.77 Billion
Q4 2021 Nov 17, 2023	SELL	$273.64 - $300.17 $457,252 - $501,584	-1,671 Reduced 24.97%	5,020 $1.5 Billion

Others Institutions Holding BRK-B

# of Institutions

4,939

Shares Held

874M

Call Options Held

19.4M

Put Options Held

12.1M

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 $660B

More about BRK-B

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National Wealth Management Group, LLC Berkshire Hathaway Inc Class B Transaction History