A detailed history of Betterment LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Betterment LLC holds 852 shares of BRK-B stock, worth $406,514. This represents 0.0% of its overall portfolio holdings.

Number of Shares
852
Previous 759 12.25%
Holding current value
$406,514
Previous $404,000 2.48%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$483.48 - $539.8 $44,963 - $50,201
93 Added 12.25%
852 $414,000
Q1 2025

May 15, 2025

SELL
$442.66 - $534.52 $6,639 - $8,017
-15 Reduced 1.94%
759 $404,000
Q4 2024

Feb 14, 2025

BUY
$442.29 - $483.08 $41,132 - $44,926
93 Added 13.66%
774 $350,000
Q3 2024

Nov 14, 2024

BUY
$405.19 - $478.57 $275,934 - $325,906
681 New
681 $313,000

Others Institutions Holding BRK-B

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

Track Betterment LLC Portfolio

Follow Betterment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.