A detailed history of Black Diamond Wealth Management Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 3,095 shares of BRK-B stock, worth $1.4 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
3,095
Previous 3,329 7.03%
Holding current value
$1.4 Million
Previous $1.35 Million 5.17%
% of portfolio
1.06%
Previous 1.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$405.19 - $478.57 $94,814 - $111,985
-234 Reduced 7.03%
3,095 $1.42 Million
Q2 2024

Aug 13, 2024

BUY
$396.73 - $420.24 $144,806 - $153,387
365 Added 12.31%
3,329 $1.35 Million
Q1 2024

May 13, 2024

SELL
$359.29 - $420.52 $15,449 - $18,082
-43 Reduced 1.43%
2,964 $1.25 Million
Q4 2023

Feb 09, 2024

BUY
$331.71 - $362.68 $136,996 - $149,786
413 Added 15.92%
3,007 $1.07 Million
Q3 2023

Nov 01, 2023

BUY
$340.9 - $370.48 $12,613 - $13,707
37 Added 1.45%
2,594 $908,000
Q2 2023

Jul 31, 2023

BUY
$309.07 - $341.0 $80,667 - $89,001
261 Added 11.37%
2,557 $871,000
Q1 2023

May 02, 2023

SELL
$293.51 - $320.37 $5,870 - $6,407
-20 Reduced 0.86%
2,296 $708,000
Q4 2022

Jan 17, 2023

BUY
$264.0 - $318.6 $40,920 - $49,383
155 Added 7.17%
2,316 $0
Q3 2022

Oct 26, 2022

SELL
$264.32 - $306.65 $4,229 - $4,906
-16 Reduced 0.73%
2,161 $625,000
Q2 2022

Jul 22, 2022

BUY
$267.52 - $353.1 $44,140 - $58,261
165 Added 8.2%
2,177 $623,000
Q1 2022

May 04, 2022

SELL
$300.79 - $359.57 $5,414 - $6,472
-18 Reduced 0.89%
2,012 $710,000
Q4 2021

Feb 08, 2022

BUY
$273.64 - $300.17 $555,489 - $609,345
2,030 New
2,030 $607,000

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 $590B
More about BRK-B
Track This Portfolio

Track Black Diamond Wealth Management Inc. Portfolio

Follow Black Diamond Wealth Management Inc. 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 Black Diamond Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Black Diamond Wealth Management Inc. with notifications on news.