Concentric Wealth Management, LLC Berkshire Hathaway Inc Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 100 shares of BRK-A stock, worth $70.9 Million. This represents 14.6% of its overall portfolio holdings.
Number of Shares
100
Previous 1
9900.0%
Holding current value
$70.9 Million
Previous $612,000
11181.21%
% of portfolio
14.6%
Previous 0.16%
Shares
10 transactions
Others Institutions Holding BRK-A
# of Institutions
1,121Shares Held
119KCall Options Held
0Put Options Held
0-
Baldwin Brothers LLC17.9KShares$12.7 Billion89.86% of portfolio
-
First Manhattan CO New York, NY14.7KShares$10.4 Billion31.76% of portfolio
-
Cidel Asset Management Inc Toronto, Ontario, A610.2KShares$7.2 Billion83.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL9.11KShares$6.46 Billion9.06% of portfolio
-
Vista Capital Partners, Inc.6.71KShares$4.76 Billion84.36% of portfolio
About BERKSHIRE HATHAWAY INC
- Ticker BRK-A
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 599,924
- Market Cap $425B
- Description
- Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...