Benchmark Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Benchmark Wealth Management, LLC

  • $183 Million
  • Q1 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 3,039 shares of BRK-B stock, worth $1.23 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
3,039
Previous 3,039 -0.0%
Holding current value
$1.23 Million
Previous $1.08 Million 17.91%
% of portfolio
0.7%
Previous 0.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023
SELL
$340.9 - $370.48 $6,818 - $7,409
-20 Reduced 0.65%
3,039 $1.06 Million
Q2 2023

Jul 19, 2023
SELL
$309.07 - $341.0 $3,090 - $3,410
-10 Reduced 0.33%
3,059 $1.04 Million
Q1 2023

Apr 17, 2023
BUY
$293.51 - $320.37 $900,782 - $983,215
3,069 New
3,069 $947,000

Others Institutions Holding BRK-B

# of Institutions
4,165
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
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 $528B
More about BRK-B
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