Copia Wealth Management Berkshire Hathaway Inc Class B Transaction History

Copia Wealth Management

  • $119 Billion
  • Q2 2025

A detailed history of Copia Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Copia Wealth Management holds 328 shares of BRK-B stock, worth $156,498. This represents 0.13% of its overall portfolio holdings.

Number of Shares
328
Previous 313 4.79%
Holding current value
$156,498
Previous $167 Million 4.42%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Jul 28, 2025
BUY
$483.48 - $539.8 $7,252 - $8,096
15 Added 4.79%
328 $159 Million
Q1 2025

Apr 17, 2025
BUY
$442.66 - $534.52 $11,066 - $13,363
25 Added 8.68%
313 $167 Million
Q4 2024

Mar 06, 2025
BUY
$442.29 - $483.08 $127,379 - $139,127
288 New
288 $131 Million

Others Institutions Holding BRK-B

# of Institutions
5,002
Shares Held
915M
Call Options Held
18.1M
Put Options Held
12M
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 $621B
More about BRK-B
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