A detailed history of Axis Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 696 shares of BRK-B stock, worth $332,367. This represents 0.2% of its overall portfolio holdings.

Number of Shares
696
Previous 640 8.75%
Holding current value
$332,367
Previous $311 Million 12.56%
% of portfolio
0.2%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$459.11 - $506.91 $25,710 - $28,386
56 Added 8.75%
696 $350 Million
Q2 2025

Jul 15, 2025

BUY
$483.48 - $539.8 $8,702 - $9,716
18 Added 2.89%
640 $311 Million
Q1 2025

Apr 28, 2025

SELL
$442.66 - $534.52 $61,972 - $74,832
-140 Reduced 18.37%
622 $331 Million
Q4 2024

Feb 07, 2025

BUY
$442.29 - $483.08 $337,024 - $368,106
762 New
762 $345 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 $621B
More about BRK-B
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