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

Foundation Wealth Management, LLC

$132 Billion
Q3 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 $2.95 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares

6,250

Previous 6,250 -0.0%

Holding current value

$2.95 Million

Previous $2.54 Billion 13.14%

% of portfolio

2.18%

Previous 1.99%

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

4,376

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

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