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

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025

A detailed history of Diversify Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 13,510 shares of BRK-B stock, worth $6.55 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
13,510
Previous 13,815 2.21%
Holding current value
$6.55 Million
Previous $6.12 Billion 18.1%
% of portfolio
0.54%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$442.66 - $534.52 $135,011 - $163,028
-305 Reduced 2.21%
13,510 $7.22 Billion
Q4 2024

Jan 16, 2025
BUY
$442.29 - $483.08 $1.35 Million - $1.47 Million
3,041 Added 28.23%
13,815 $6.12 Billion
Q3 2024

Oct 25, 2024
SELL
$405.19 - $478.57 $60,373 - $71,306
-149 Reduced 1.36%
10,774 $4.96 Billion
Q2 2024

Aug 08, 2024
BUY
$396.73 - $420.24 $4.33 Million - $4.59 Million
10,923 New
10,923 $4.52 Billion

Others Institutions Holding BRK-B

# of Institutions
4,975
Shares Held
900M
Call Options Held
19M
Put Options Held
12.1M
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 $631B
More about BRK-B
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