Copia Wealth Management Berkshire Hathaway Inc Class B Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Copia Wealth Management holds 477 shares of BRK-B stock, worth $227,786. This represents 0.18% of its overall portfolio holdings.

Number of Shares
477
Previous 328 45.43%
Holding current value
$227,786
Previous $159 Million 50.51%
% of portfolio
0.18%
Previous 0.13%

Shares

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

Oct 31, 2025
BUY
$459.11 - $506.91 $68,407 - $75,529
149 Added 45.43%
477 $240 Million
Q2 2025

Jul 28, 2025
BUY
$483.48 - $539.8 $7,252 - $8,096
15 Added 4.79%
328 $159 Million
Q1 2025

Apr 17, 2025
BUY
$442.66 - $534.52 $11,066 - $13,363
25 Added 8.68%
313 $167 Million
Q4 2024

Mar 06, 2025
BUY
$442.29 - $483.08 $127,379 - $139,127
288 New
288 $131 Million

Others Institutions Holding BRK-B

# of Institutions
5,071
Shares Held
881M
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 $621B
More about BRK-B
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email