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 1,714 shares of BRK-B stock, worth $791,816. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,714
Previous 1,689 1.48%
Holding current value
$791,816
Previous $710 Million 1.83%
% of portfolio
0.36%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $601B
More about BRK-B
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