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 $682,880. This represents 0.43% of its overall portfolio holdings.
Number of Shares
1,408
Previous 1,408
-0.0%
Holding current value
$682,880
Previous $638 Million
17.49%
% of portfolio
0.43%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding BRK-B
# of Institutions
4,975Shares Held
900MCall Options Held
19MPut Options Held
12.1M-
Vanguard Group Inc Valley Forge, PA151MShares$73 Billion1.49% of portfolio
-
Black Rock Inc. New York, NY107MShares$52 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.2MShares$35 Billion1.63% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX44.3MShares$21.5 Billion2.73% of portfolio
-
Geode Capital Management, LLC Boston, MA39.4MShares$19.1 Billion1.69% 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 $631B