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 13,815 shares of BRK-B stock, worth $6.37 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
13,815
Previous 10,774 28.23%
Holding current value
$6.37 Million
Previous $4.96 Billion 23.23%
% of portfolio
0.48%
Previous 0.48%

Shares

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

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 $600B
More about BRK-B
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.