Archetype Wealth Partners Berkshire Hathaway Inc Class B Transaction History

Archetype Wealth Partners

  • $690 Million
  • Q3 2024

A detailed history of Archetype Wealth Partners transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Archetype Wealth Partners holds 1,454 shares of BRK-B stock, worth $692,932. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,454
Previous 1,738 16.34%
Holding current value
$692,932
Previous $707,000 5.37%
% of portfolio
0.1%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$405.19 - $478.57 $115,073 - $135,913
-284 Reduced 16.34%
1,454 $669,000
Q2 2024

Aug 15, 2024
SELL
$396.73 - $420.24 $513,368 - $543,790
-1,294 Reduced 42.68%
1,738 $707,000
Q1 2024

May 14, 2024
BUY
$359.29 - $420.52 $398,811 - $466,777
1,110 Added 57.75%
3,032 $1.28 Million
Q4 2023

Feb 14, 2024
BUY
$331.71 - $362.68 $25,209 - $27,563
76 Added 4.12%
1,922 $686,000
Q3 2023

Nov 13, 2023
BUY
$340.9 - $370.48 $10,227 - $11,114
30 Added 1.65%
1,846 $647,000
Q2 2023

Aug 14, 2023
BUY
$309.07 - $341.0 $32,143 - $35,464
104 Added 6.07%
1,816 $619,000
Q1 2023

May 10, 2023
BUY
$293.51 - $320.37 $40,210 - $43,890
137 Added 8.7%
1,712 $529,000
Q3 2022

Nov 14, 2022
SELL
$264.32 - $306.65 $44,934 - $52,130
-170 Reduced 9.74%
1,575 $421,000
Q2 2022

Aug 15, 2022
BUY
$267.52 - $353.1 $44,408 - $58,614
166 Added 10.51%
1,745 $476,000
Q1 2022

May 12, 2022
BUY
$300.79 - $359.57 $1,203 - $1,438
4 Added 0.25%
1,579 $557,000
Q3 2020

Oct 15, 2020
SELL
$177.99 - $221.68 $355 - $443
-2 Reduced 0.13%
1,575 $335,000
Q2 2020

Aug 13, 2020
BUY
$169.25 - $201.56 $266,907 - $317,860
1,577 New
1,577 $282,000

Others Institutions Holding BRK-B

# of Institutions
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $620B
More about BRK-B
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