Defined Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Defined Wealth Management, LLC

  • $140 Million
  • Q2 2024

A detailed history of Defined Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Defined Wealth Management, LLC holds 2,122 shares of BRK-B stock, worth $970,624. This represents 0.62% of its overall portfolio holdings.

Number of Shares
2,122
Previous 2,079 2.07%
Holding current value
$970,624
Previous $874,000 1.26%
% of portfolio
0.62%
Previous 0.65%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$396.73 - $420.24 $17,059 - $18,070
43 Added 2.07%
2,122 $863,000
Q1 2024

Apr 15, 2024
BUY
$359.29 - $420.52 $6,826 - $7,989
19 Added 0.92%
2,079 $874,000
Q4 2023

Jan 09, 2024
SELL
$331.71 - $362.68 $8,956 - $9,792
-27 Reduced 1.29%
2,060 $734,000
Q3 2023

Oct 24, 2023
BUY
$340.9 - $370.48 $8,863 - $9,632
26 Added 1.26%
2,087 $731,000
Q2 2023

Jul 28, 2023
BUY
$309.07 - $341.0 $204,913 - $226,083
663 Added 47.42%
2,061 $702,000
Q4 2022

Jan 23, 2023
SELL
$264.0 - $318.6 $4,752 - $5,734
-18 Reduced 1.27%
1,398 $0
Q3 2022

Oct 13, 2022
BUY
$264.32 - $306.65 $2,114 - $2,453
8 Added 0.57%
1,416 $378,000
Q2 2022

Jul 25, 2022
BUY
$267.52 - $353.1 $1,337 - $1,765
5 Added 0.36%
1,408 $384,000
Q1 2022

Apr 18, 2022
BUY
$300.79 - $359.57 $2,105 - $2,516
7 Added 0.5%
1,403 $495,000
Q4 2020

Mar 09, 2021
BUY
$200.7 - $233.92 $280,177 - $326,552
1,396 New
1,396 $324,000

Others Institutions Holding BRK-B

# of Institutions
4,261
Shares Held
843M
Call Options Held
17.1M
Put Options Held
9.27M
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 $595B
More about BRK-B
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