Fingerlakes Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 5,834 shares of BRK-B stock, worth $2.64 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

5,834

Previous 5,827 0.12%

Holding current value

$2.64 Million

Previous $2.37 Million 13.29%

% of portfolio

2.24%

Previous 2.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$405.19 - $478.57 $2,836 - $3,349	7 Added 0.12%	5,834 $2.69 Million
Q2 2024 Aug 07, 2024	SELL	$396.73 - $420.24 $42,450 - $44,965	-107 Reduced 1.8%	5,827 $2.37 Million
Q1 2024 Apr 24, 2024	BUY	$359.29 - $420.52 $16,527 - $19,343	46 Added 0.78%	5,934 $2.5 Million
Q4 2023 Jan 26, 2024	SELL	$331.71 - $362.68 $3,648 - $3,989	-11 Reduced 0.19%	5,888 $2.1 Million
Q3 2023 Nov 07, 2023	SELL	$340.9 - $370.48 $13,976 - $15,189	-41 Reduced 0.69%	5,899 $2.07 Million
Q2 2023 Aug 10, 2023	SELL	$309.07 - $341.0 $85,303 - $94,116	-276 Reduced 4.44%	5,940 $2.03 Million
Q1 2023 May 02, 2023	BUY	$293.51 - $320.37 $29,351 - $32,037	100 Added 1.64%	6,216 $1.92 Million
Q4 2022 Feb 10, 2023	SELL	$264.0 - $318.6 $6,864 - $8,283	-26 Reduced 0.42%	6,116 $1.89 Million
Q3 2022 Oct 28, 2022	SELL	$264.32 - $306.65 $71,102 - $82,488	-269 Reduced 4.2%	6,142 $1.64 Million
Q2 2022 Aug 05, 2022	SELL	$267.52 - $353.1 $51,096 - $67,442	-191 Reduced 2.89%	6,411 $1.75 Million
Q1 2022 May 06, 2022	SELL	$300.79 - $359.57 $31,883 - $38,114	-106 Reduced 1.58%	6,602 $2.33 Million
Q4 2021 Feb 17, 2022	BUY	$273.64 - $300.17 $1.84 Million - $2.01 Million	6,708 New	6,708 $2.01 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $590B

More about BRK-B

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Fingerlakes Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History