Heritage Oak Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 446 shares of BRK-B stock, worth $218,227. This represents 0.08% of its overall portfolio holdings.

Number of Shares
446
Previous 430 3.72%
Holding current value
$218,227
Previous $229 Million 5.4%
% of portfolio
0.08%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$483.48 - $539.8 $7,735 - $8,636
16 Added 3.72%
446 $217 Million
Q1 2025

Apr 28, 2025
BUY
$442.66 - $534.52 $190,343 - $229,843
430 New
430 $229 Million

Others Institutions Holding BRK-B

# of Institutions
5,047
Shares Held
925M
Call Options Held
17.4M
Put Options Held
13.1M
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 $637B
More about BRK-B
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