Heirloom Wealth Management Berkshire Hathaway Inc Class B Transaction History
Heirloom Wealth Management
- $279 Million
- Q1 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 33,535 shares of BRK-B stock, worth $14.6 Million. This represents 5.06% of its overall portfolio holdings.
Number of Shares
33,535
Previous 34,187
1.91%
Holding current value
$14.6 Million
Previous $12.2 Million
15.66%
% of portfolio
5.06%
Previous 4.9%
Shares
9 transactions
Others Institutions Holding BRK-B
# of Institutions
4,181Shares Held
822MCall Options Held
18.4MPut Options Held
9.78M-
Vanguard Group Inc Valley Forge, PA147MShares$63.6 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY108MShares$46.7 Billion1.07% of portfolio
-
State Street Corp Boston, MA69.5MShares$30.2 Billion1.33% of portfolio
-
Geode Capital Management, LLC Boston, MA35.3MShares$15.3 Billion1.39% of portfolio
-
Morgan Stanley New York, NY24.3MShares$10.6 Billion0.83% of portfolio
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 $565B