Balboa Wealth Partners Berkshire Hathaway Inc Class B Transaction History

Balboa Wealth Partners

  • $398 Million
  • Q1 2025

A detailed history of Balboa Wealth Partners transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Balboa Wealth Partners holds 11,794 shares of BRK-B stock, worth $6 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
11,794
Previous 9,735 21.15%
Holding current value
$6 Million
Previous $4.41 Million 42.36%
% of portfolio
1.58%
Previous 1.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$442.66 - $534.52 $911,436 - $1.1 Million
2,059 Added 21.15%
11,794 $6.28 Million
Q4 2024

Feb 10, 2025
BUY
$442.29 - $483.08 $402,926 - $440,085
911 Added 10.32%
9,735 $4.41 Million
Q3 2024

Nov 06, 2024
SELL
$405.19 - $478.57 $81,038 - $95,714
-200 Reduced 2.22%
8,824 $4.06 Million
Q2 2024

Aug 13, 2024
SELL
$396.73 - $420.24 $20,233 - $21,432
-51 Reduced 0.56%
9,024 $3.67 Million
Q1 2024

May 13, 2024
BUY
$359.29 - $420.52 $285,635 - $334,313
795 Added 9.6%
9,075 $3.82 Million
Q4 2023

Feb 09, 2024
SELL
$331.71 - $362.68 $56,390 - $61,655
-170 Reduced 2.01%
8,280 $2.95 Million
Q3 2023

Oct 23, 2023
SELL
$340.9 - $370.48 $168,063 - $182,646
-493 Reduced 5.51%
8,450 $2.96 Million
Q2 2023

Aug 08, 2023
SELL
$309.07 - $341.0 $73,558 - $81,158
-238 Reduced 2.59%
8,943 $3.05 Million
Q1 2023

May 11, 2023
BUY
$293.51 - $320.37 $131,492 - $143,525
448 Added 5.13%
9,181 $2.83 Million
Q4 2022

Feb 14, 2023
SELL
$264.0 - $318.6 $54,384 - $65,631
-206 Reduced 2.3%
8,733 $2.7 Million
Q3 2022

Jan 04, 2023
BUY
$264.32 - $306.65 $2.36 Million - $2.74 Million
8,939 New
8,939 $2.39 Million

Others Institutions Holding BRK-B

# of Institutions
4,938
Shares Held
874M
Call Options Held
19.4M
Put Options Held
12.1M
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 $662B
More about BRK-B
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