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

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Forza Wealth Management, LLC holds 1,977 shares of BRK-B stock, worth $933,262. This represents 0.42% of its overall portfolio holdings.

Number of Shares
1,977
Previous 1,714 15.34%
Holding current value
$933,262
Previous $697 Million 30.5%
% of portfolio
0.42%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$405.19 - $478.57 $106,564 - $125,863
263 Added 15.34%
1,977 $910 Million
Q2 2024

Jul 17, 2024
BUY
$396.73 - $420.24 $9,918 - $10,506
25 Added 1.48%
1,714 $697 Million
Q4 2023

Jan 24, 2024
BUY
$331.71 - $362.68 $6,634 - $7,253
20 Added 1.2%
1,689 $602 Million
Q4 2022

Feb 06, 2023
BUY
$264.0 - $318.6 $440,616 - $531,743
1,669 New
1,669 $516 Million

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

BRK-B Quotes by TradingView
  • 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

Track Forza Wealth Management, LLC Portfolio

Follow Forza 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 Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email