Heritage Wealth Management, Inc./Texas Berkshire Hathaway Inc Class B Transaction History
Heritage Wealth Management, Inc./Texas
- $201 Billion
- Q2 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 1,788 shares of BRK-B stock, worth $853,108. This represents 0.43% of its overall portfolio holdings.
Number of Shares
1,788
Previous 1,408
26.99%
Holding current value
$853,108
Previous $750 Million
15.83%
% of portfolio
0.43%
Previous 0.43%
Shares
6 transactions
Others Institutions Holding BRK-B
# of Institutions
5,002Shares Held
915MCall Options Held
18.1MPut Options Held
12M-
Vanguard Group Inc Valley Forge, PA153MShares$73.1 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY107MShares$51.2 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.2MShares$34.5 Billion1.63% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX44.3MShares$21.1 Billion2.73% of portfolio
-
Geode Capital Management, LLC Boston, MA39.9MShares$19 Billion1.4% 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 $621B