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

Heritage Wealth Management, Inc. /Ca/

  • $132 Billion
  • Q1 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 673 shares of BRK-B stock, worth $273,083. This represents 0.21% of its overall portfolio holdings.

Number of Shares
673
Previous 665 1.2%
Holding current value
$273,083
Previous $237 Million 19.32%
% of portfolio
0.21%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,165
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $528B
More about BRK-B
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email