Balboa Wealth Partners Berkshire Hathaway Inc Class B Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
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 9,024 shares of BRK-B stock, worth $4.13 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
9,024
Previous 9,075
0.56%
Holding current value
$4.13 Million
Previous $3.82 Million
3.83%
% of portfolio
0.99%
Previous 1.23%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
4,261Shares Held
843MCall Options Held
17.1MPut Options Held
9.27M-
Vanguard Group Inc Valley Forge, PA144MShares$65.9 Billion1.15% of portfolio
-
Black Rock Inc. New York, NY107MShares$49.1 Billion1.0% of portfolio
-
State Street Corp Boston, MA69.3MShares$31.7 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA35.8MShares$16.4 Billion1.3% of portfolio
-
Morgan Stanley New York, NY25MShares$11.4 Billion0.8% of portfolio
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 $595B