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

Heritage Wealth Management, Inc./Texas

$173 Billion
Q1 2025

A detailed history of Heritage Wealth Management, Inc./Texas transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Management, Inc./Texas holds 1,408 shares of BRK-B stock, worth $673,207. This represents 0.43% of its overall portfolio holdings.

Number of Shares

1,408

Previous 1,408 -0.0%

Holding current value

$673,207

Previous $638 Million 17.49%

% of portfolio

0.43%

Previous 0.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$396.73 - $420.24 $182,495 - $193,310	460 Added 48.52%	1,408 $573 Million
Q4 2023 Jan 24, 2024	SELL	$331.71 - $362.68 $48,097 - $52,588	-145 Reduced 13.27%	948 $338 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $49,430 - $53,719	145 Added 15.3%	1,093 $383 Million
Q1 2023 May 02, 2023	SELL	$293.51 - $320.37 $26,122 - $28,512	-89 Reduced 8.58%	948 $293 Million
Q4 2022 Feb 23, 2023	BUY	$264.0 - $318.6 $273,768 - $330,388	1,037 New	1,037 $320 Million

Others Institutions Holding BRK-B

# of Institutions

4,978

Shares Held

901M

Call Options Held

19M

Put Options Held

12.1M

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 $622B

More about BRK-B

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