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

Foundation Wealth Management, LLC

$128 Billion
Q2 2024

A detailed history of Foundation Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 6,250 shares of BRK-B stock, worth $2.87 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

6,250

Previous 6,146 1.69%

Holding current value

$2.87 Million

Previous $2.58 Billion 1.63%

% of portfolio

1.99%

Previous 2.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $41,259 - $43,704	104 Added 1.69%	6,250 $2.54 Billion
Q1 2024 May 08, 2024	SELL	$359.29 - $420.52 $19,401 - $22,708	-54 Reduced 0.87%	6,146 $2.58 Billion
Q4 2023 Jan 24, 2024	SELL	$331.71 - $362.68 $34,497 - $37,718	-104 Reduced 1.65%	6,200 $2.21 Billion
Q2 2023 Jul 28, 2023	SELL	$309.07 - $341.0 $184,205 - $203,236	-596 Reduced 8.64%	6,304 $2.15 Billion
Q1 2023 Apr 18, 2023	BUY	$293.51 - $320.37 $880 - $961	3 Added 0.04%	6,900 $2.13 Billion
Q4 2022 Feb 21, 2023	BUY	$264.0 - $318.6 $1.82 Million - $2.2 Million	6,897 New	6,897 $2.13 Billion

Others Institutions Holding BRK-B

# of Institutions

4,253

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $598B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

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

Account

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