A detailed history of Precedent Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 600 shares of BRK-B stock, worth $260,406. This represents 0.1% of its overall portfolio holdings.

Number of Shares
600
Previous 713 15.85%
Holding current value
$260,406
Previous $300 Million 18.63%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Jul 23, 2024

SELL
$396.73 - $420.24 $44,830 - $47,487
-113 Reduced 15.85%
600 $244 Million
Q4 2023

Jan 18, 2024

BUY
$331.71 - $362.68 $236,509 - $258,590
713 New
713 $254 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 $565B
More about BRK-B
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