Destiny Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 17,905 shares of BRK-B stock, worth $8.57 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

17,905

Previous 17,916 0.06%

Holding current value

$8.57 Million

Previous $7.29 Million 13.06%

% of portfolio

1.56%

Previous 1.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$405.19 - $478.57 $4,457 - $5,264	-11 Reduced 0.06%	17,905 $8.24 Million
Q2 2024 Jul 25, 2024	SELL	$396.73 - $420.24 $38,879 - $41,183	-98 Reduced 0.54%	17,916 $7.29 Million
Q1 2024 Apr 09, 2024	SELL	$359.29 - $420.52 $151,979 - $177,879	-423 Reduced 2.29%	18,014 $7.58 Million
Q4 2023 Jan 19, 2024	SELL	$331.71 - $362.68 $65,015 - $71,085	-196 Reduced 1.05%	18,437 $6.58 Million
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $162,950 - $177,089	478 Added 2.63%	18,633 $6.53 Million
Q2 2023 Jul 26, 2023	SELL	$309.07 - $341.0 $106,320 - $117,304	-344 Reduced 1.86%	18,155 $6.19 Million
Q1 2023 Apr 26, 2023	SELL	$293.51 - $320.37 $14,381 - $15,698	-49 Reduced 0.26%	18,499 $5.71 Million
Q4 2022 Jan 26, 2023	BUY	$264.0 - $318.6 $2,640 - $3,186	10 Added 0.05%	18,548 $0
Q2 2022 Jul 15, 2022	BUY	$267.52 - $353.1 $25,414 - $33,544	95 Added 0.52%	18,538 $5.06 Million
Q1 2022 Apr 21, 2022	SELL	$300.79 - $359.57 $137,461 - $164,323	-457 Reduced 2.42%	18,443 $6.51 Million
Q4 2021 Jan 20, 2022	SELL	$273.64 - $300.17 $540,439 - $592,835	-1,975 Reduced 9.46%	18,900 $5.65 Million
Q3 2021 Oct 28, 2021	SELL	$272.66 - $291.28 $60,257 - $64,372	-221 Reduced 1.05%	20,875 $5.7 Million
Q2 2021 Jul 27, 2021	SELL	$258.2 - $292.52 $27,885 - $31,592	-108 Reduced 0.51%	21,096 $5.86 Million
Q1 2021 Apr 22, 2021	BUY	$227.36 - $263.99 $16,597 - $19,271	73 Added 0.35%	21,204 $5.42 Million
Q4 2020 Feb 05, 2021	BUY	$200.7 - $233.92 $4.24 Million - $4.94 Million	21,131 New	21,131 $4.9 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $623B

More about BRK-B

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Destiny Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History