Heritage Wealth Management, Inc. /Ca/ Berkshire Hathaway Inc Class B Transaction History

Heritage Wealth Management, Inc. /Ca/

$141 Billion
Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 676 shares of BRK-B stock, worth $322,161. This represents 0.22% of its overall portfolio holdings.

Number of Shares

676

Previous 667 1.35%

Holding current value

$322,161

Previous $271 Million 14.67%

% of portfolio

0.22%

Previous 0.2%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$405.19 - $478.57 $3,646 - $4,307	9 Added 1.35%	676 $311 Million
Q2 2024 Jul 25, 2024	SELL	$396.73 - $420.24 $2,380 - $2,521	-6 Reduced 0.89%	667 $271 Million
Q1 2024 May 06, 2024	BUY	$359.29 - $420.52 $2,874 - $3,364	8 Added 1.2%	673 $283 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $220,587 - $241,182	665 New	665 $237 Million

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 $620B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Account

Heritage Wealth Management, Inc. /Ca/ Berkshire Hathaway Inc Class B Transaction History