Heirloom Wealth Management Berkshire Hathaway Inc Class B Transaction History

Heirloom Wealth Management

$308 Million
Q3 2024

A detailed history of Heirloom Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heirloom Wealth Management holds 34,282 shares of BRK-B stock, worth $16.4 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares

34,282

Previous 33,488 2.37%

Holding current value

$16.4 Million

Previous $13.6 Million 15.83%

% of portfolio

5.13%

Previous 4.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$405.19 - $478.57 $321,720 - $379,984	794 Added 2.37%	34,282 $15.8 Million
Q2 2024 Jul 31, 2024	SELL	$396.73 - $420.24 $18,646 - $19,751	-47 Reduced 0.14%	33,488 $13.6 Million
Q1 2024 Apr 24, 2024	SELL	$359.29 - $420.52 $234,257 - $274,179	-652 Reduced 1.91%	33,535 $14.1 Million
Q4 2023 Jan 31, 2024	BUY	$331.71 - $362.68 $150,596 - $164,656	454 Added 1.35%	34,187 $12.2 Million
Q3 2023 Oct 23, 2023	SELL	$340.9 - $370.48 $288,401 - $313,426	-846 Reduced 2.45%	33,733 $11.8 Million
Q2 2023 Aug 08, 2023	BUY	$309.07 - $341.0 $310,306 - $342,364	1,004 Added 2.99%	34,579 $11.8 Million
Q1 2023 Apr 27, 2023	BUY	$293.51 - $320.37 $249,777 - $272,634	851 Added 2.6%	33,575 $10.4 Million
Q4 2022 Feb 01, 2023	BUY	$264.0 - $318.6 $377,784 - $455,916	1,431 Added 4.57%	32,724 $10.1 Million
Q2 2022 Aug 10, 2022	BUY	$267.52 - $353.1 $758,151 - $1 Million	2,834 Added 9.96%	31,293 $9.16 Million
Q1 2022 May 17, 2022	BUY	$300.79 - $359.57 $1.45 Million - $1.73 Million	4,816 Added 20.37%	28,459 $8.83 Million
Q4 2021 Jan 25, 2022	BUY	$273.64 - $300.17 $6.47 Million - $7.1 Million	23,643 New	23,643 $7.18 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $623B

More about BRK-B

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Heirloom Wealth Management Berkshire Hathaway Inc Class B Transaction History