Defined Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Defined Wealth Management, LLC

  • $165 Million
  • Q3 2025

A detailed history of Defined Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Defined Wealth Management, LLC holds 2,255 shares of BRKB stock, worth $0. This represents 0.69% of its overall portfolio holdings.

Number of Shares
2,255
Previous 2,238 0.76%
Holding current value
$0
Previous $1.09 Million 4.23%
% of portfolio
0.69%
Previous 0.7%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
N/A
17 Added 0.76%
2,255 $1.13 Million
Q2 2025

Jul 09, 2025
BUY
N/A
5 Added 0.22%
2,238 $1.09 Million
Q1 2025

Apr 16, 2025
BUY
N/A
64 Added 2.95%
2,233 $1.19 Million
Q4 2024

Jan 15, 2025
BUY
N/A
11 Added 0.51%
2,169 $983,000
Q3 2024

Oct 31, 2024
BUY
N/A
36 Added 1.7%
2,158 $993,000
Q2 2024

Aug 05, 2024
BUY
N/A
43 Added 2.07%
2,122 $863,000
Q1 2024

Apr 15, 2024
BUY
N/A
19 Added 0.92%
2,079 $874,000
Q4 2023

Jan 09, 2024
SELL
N/A
-27 Reduced 1.29%
2,060 $734,000
Q3 2023

Oct 24, 2023
BUY
N/A
26 Added 1.26%
2,087 $731,000
Q2 2023

Jul 28, 2023
BUY
N/A
663 Added 47.42%
2,061 $702,000
Q4 2022

Jan 23, 2023
SELL
N/A
-18 Reduced 1.27%
1,398 $0
Q3 2022

Oct 13, 2022
BUY
N/A
8 Added 0.57%
1,416 $378,000
Q2 2022

Jul 25, 2022
BUY
N/A
5 Added 0.36%
1,408 $384,000
Q1 2022

Apr 18, 2022
BUY
N/A
7 Added 0.5%
1,403 $495,000
Q4 2020

Mar 09, 2021
BUY
N/A
1,396 New
1,396 $324,000

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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