Collaborative Wealth Managment Inc. Berkshire Hathaway Inc Class B Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 973 shares of BRK-B stock, worth $438,920. This represents 0.21% of its overall portfolio holdings.

Number of Shares
973
Previous 1,018 4.42%
Holding current value
$438,920
Previous $414,000 7.97%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Nov 12, 2024
SELL
$405.19 - $478.57 $18,233 - $21,535
-45 Reduced 4.42%
973 $447,000
Q2 2024

Aug 09, 2024
BUY
$396.73 - $420.24 $1,190 - $1,260
3 Added 0.3%
1,018 $414,000
Q1 2024

May 10, 2024
SELL
$359.29 - $420.52 $17,964 - $21,026
-50 Reduced 4.69%
1,015 $426,000
Q3 2023

Nov 09, 2023
SELL
$340.9 - $370.48 $9,204 - $10,002
-27 Reduced 2.47%
1,065 $373,000
Q2 2023

Aug 07, 2023
SELL
$309.07 - $341.0 $15,453 - $17,050
-50 Reduced 4.38%
1,092 $372,000
Q1 2023

May 08, 2023
SELL
$293.51 - $320.37 $15,556 - $16,979
-53 Reduced 4.44%
1,142 $352,000
Q4 2022

Feb 10, 2023
SELL
$264.0 - $318.6 $264 - $318
-1 Reduced 0.08%
1,195 $369,000
Q3 2022

Nov 14, 2022
SELL
$264.32 - $306.65 $11,630 - $13,492
-44 Reduced 3.55%
1,196 $319,000
Q2 2022

Aug 15, 2022
BUY
$267.52 - $353.1 $1,070 - $1,412
4 Added 0.32%
1,240 $339,000
Q4 2021

Feb 11, 2022
SELL
$273.64 - $300.17 $1,368 - $1,500
-5 Reduced 0.4%
1,236 $370,000
Q1 2021

May 12, 2022
BUY
$227.36 - $263.99 $282,153 - $327,611
1,241 New
1,241 $438,000

Others Institutions Holding BRK-B

# of Institutions
4,381
Shares Held
839M
Call Options Held
21M
Put Options Held
13M
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 $587B
More about BRK-B
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