Aspire Wealth Management Corp Berkshire Hathaway Inc Class B Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Aspire Wealth Management Corp holds 1,242 shares of BRK-B stock, worth $592,595. This represents 0.33% of its overall portfolio holdings.

Number of Shares

1,242

Previous 1,259 1.35%

Holding current value

$592,595

Previous $512,000 11.52%

% of portfolio

0.33%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$405.19 - $478.57 $6,888 - $8,135	-17 Reduced 1.35%	1,242 $571,000
Q4 2023 Jan 22, 2024	SELL	$331.71 - $362.68 $7,297 - $7,978	-22 Reduced 1.72%	1,259 $449,000
Q2 2023 Jul 27, 2023	SELL	$309.07 - $341.0 $13,908 - $15,345	-45 Reduced 3.39%	1,281 $436,000
Q4 2022 Feb 06, 2023	SELL	$264.0 - $318.6 $13,728 - $16,567	-52 Reduced 3.77%	1,326 $409,000
Q2 2022 Aug 11, 2022	BUY	$267.52 - $353.1 $535 - $706	2 Added 0.15%	1,378 $376,000
Q1 2022 May 03, 2022	BUY	$300.79 - $359.57 $3,308 - $3,955	11 Added 0.81%	1,376 $486,000
Q4 2021 Mar 14, 2022	BUY	$273.64 - $300.17 $373,518 - $409,732	1,365 New	1,365 $408,000

Others Institutions Holding BRK-B

# of Institutions

5,002

Shares Held

915M

Call Options Held

18.1M

Put Options Held

12M

View Full List

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Account

Aspire Wealth Management Corp Berkshire Hathaway Inc Class B Transaction History