Cardinal Point Wealth Management Partners, LLC Berkshire Hathaway Inc Class B Transaction History
Cardinal Point Wealth Management Partners, LLC
- $328 Million
- Q1 2023
A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 9,741 shares of BRK-B stock, worth $4.64 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
9,741
Previous 9,741
-0.0%
Holding current value
$4.64 Million
Previous $3.01 Million
0.03%
% of portfolio
0.92%
Previous 1.04%
Shares
3 transactions
Others Institutions Holding BRK-B
# of Institutions
4,975Shares Held
899MCall Options Held
18.5MPut Options Held
12M-
Vanguard Group Inc Valley Forge, PA151MShares$71.7 Billion1.49% of portfolio
-
Black Rock Inc. New York, NY107MShares$51.1 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.2MShares$34.4 Billion1.63% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX44.3MShares$21.1 Billion2.73% of portfolio
-
Geode Capital Management, LLC Boston, MA39.4MShares$18.7 Billion1.69% 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 $619B