Koa Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Koa Wealth Management, LLC

  • $118 Billion
  • Q2 2024

A detailed history of Koa Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Koa Wealth Management, LLC holds 40,318 shares of BRK-B stock, worth $18.2 Million. This represents 13.86% of its overall portfolio holdings.

Number of Shares
40,318
Previous 40,480 0.4%
Holding current value
$18.2 Million
Previous $17 Billion 3.65%
% of portfolio
13.86%
Previous 15.34%

Shares

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

Jul 23, 2024
SELL
$396.73 - $420.24 $64,270 - $68,078
-162 Reduced 0.4%
40,318 $16.4 Billion
Q1 2024

May 07, 2024
SELL
$359.29 - $420.52 $107,787 - $126,156
-300 Reduced 0.74%
40,480 $17 Billion
Q4 2023

May 07, 2024
BUY
$331.71 - $362.68 $13.5 Million - $14.8 Million
40,780 New
40,780 $14.5 Billion

Others Institutions Holding BRK-B

# of Institutions
4,330
Shares Held
852M
Call Options Held
17.1M
Put Options Held
9.32M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $588B
More about BRK-B
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