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 2,006 shares of BRK-B stock, worth $950,302. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,006
Previous 1,977 1.47%
Holding current value
$950,302
Previous $910 Million 0.07%
% of portfolio
0.41%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

BUY
$442.29 - $483.08 $12,826 - $14,009
29 Added 1.47%
2,006 $909 Million
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

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 $616B
More about BRK-B
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