Fortress Wealth Group, LLC Berkshire Hathaway Inc Class B Transaction History

Fortress Wealth Group, LLC

$191 Million
Q3 2024

A detailed history of Fortress Wealth Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 5,006 shares of BRK-B stock, worth $2.36 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

5,006

Previous 5,508 9.11%

Holding current value

$2.36 Million

Previous $2.24 Million 2.86%

% of portfolio

1.2%

Previous 1.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$405.19 - $478.57 $203,405 - $240,242	-502 Reduced 9.11%	5,006 $2.3 Million
Q2 2024 Jul 31, 2024	BUY	$396.73 - $420.24 $160,278 - $169,776	404 Added 7.92%	5,508 $2.24 Million
Q1 2024 May 13, 2024	BUY	$359.29 - $420.52 $222,400 - $260,301	619 Added 13.8%	5,104 $2.15 Million
Q4 2023 Jan 12, 2024	BUY	$331.71 - $362.68 $119,747 - $130,927	361 Added 8.75%	4,485 $1.6 Million
Q3 2023 Oct 12, 2023	BUY	$340.9 - $370.48 $40,226 - $43,716	118 Added 2.95%	4,124 $1.44 Million
Q2 2023 Aug 10, 2023	BUY	$309.07 - $341.0 $33,997 - $37,510	110 Added 2.82%	4,006 $1.37 Million
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $118,871 - $129,749	-405 Reduced 9.42%	3,896 $1.2 Million
Q4 2022 Feb 07, 2023	SELL	$264.0 - $318.6 $74,712 - $90,163	-283 Reduced 6.17%	4,301 $1.33 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $13,480 - $15,639	51 Added 1.13%	4,584 $1.22 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $397,802 - $525,059	1,487 Added 48.82%	4,533 $1.24 Million
Q1 2022 May 16, 2022	SELL	$300.79 - $359.57 $113,397 - $135,557	-377 Reduced 11.01%	3,046 $1.08 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $62,389 - $68,438	228 Added 7.14%	3,423 $1.1 Million
Q3 2021 Nov 04, 2021	BUY	$272.66 - $291.28 $76,344 - $81,558	280 Added 9.61%	3,195 $872,000
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $752,653 - $852,695	2,915 New	2,915 $810,000

Others Institutions Holding BRK-B

# of Institutions

4,376

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 $614B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Fortress Wealth Group, LLC with notifications on news.

Account

Fortress Wealth Group, LLC Berkshire Hathaway Inc Class B Transaction History