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 5,934 shares of BRK-B stock, worth $2.42 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
5,934
Previous 5,888 0.78%
Holding current value
$2.42 Million
Previous $2.1 Million 18.81%
% of portfolio
2.42%
Previous 2.27%

Shares

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

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 $530B
More about BRK-B
Track This Portfolio

Track Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. 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 Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.