Heirloom Wealth Management Berkshire Hathwy Inc(Hldg Co)B Transaction History

Heirloom Wealth Management

$308 Million
Q3 2024

A detailed history of Heirloom Wealth Management transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Heirloom Wealth Management holds 34,282 shares of BRKB stock, worth $0. This represents 5.13% of its overall portfolio holdings.

Number of Shares

34,282

Previous 33,488 2.37%

Holding current value

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	N/A	794 Added 2.37%	34,282 $15.8 Million
Q2 2024 Jul 31, 2024	SELL	N/A	-47 Reduced 0.14%	33,488 $13.6 Million
Q1 2024 Apr 24, 2024	SELL	N/A	-652 Reduced 1.91%	33,535 $14.1 Million
Q4 2023 Jan 31, 2024	BUY	N/A	454 Added 1.35%	34,187 $12.2 Million
Q3 2023 Oct 23, 2023	SELL	N/A	-846 Reduced 2.45%	33,733 $11.8 Million
Q2 2023 Aug 08, 2023	BUY	N/A	1,004 Added 2.99%	34,579 $11.8 Million
Q1 2023 Apr 27, 2023	BUY	N/A	851 Added 2.6%	33,575 $10.4 Million
Q4 2022 Feb 01, 2023	BUY	N/A	1,431 Added 4.57%	32,724 $10.1 Million
Q2 2022 Aug 10, 2022	BUY	N/A	2,834 Added 9.96%	31,293 $9.16 Million
Q1 2022 May 17, 2022	BUY	N/A	4,816 Added 20.37%	28,459 $8.83 Million
Q4 2021 Jan 25, 2022	BUY	N/A	23,643 New	23,643 $7.18 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Heirloom Wealth Management Berkshire Hathwy Inc(Hldg Co)B Transaction History