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

Heritage Wealth Management, Inc.

  • $305 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 3,512 shares of BRK-B stock, worth $1.62 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,512
Previous 3,769 6.82%
Holding current value
$1.62 Million
Previous $1.55 Billion 4.31%
% of portfolio
0.53%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$405.19 - $478.57 $104,133 - $122,992
-257 Reduced 6.82%
3,512 $1.62 Billion
Q2 2024

Sep 09, 2024
BUY
$396.73 - $420.24 $1.5 Million - $1.58 Million
3,769 New
3,769 $1.55 Billion

Others Institutions Holding BRK-B

# of Institutions
4,342
Shares Held
855M
Call Options Held
17.1M
Put Options Held
9.32M
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 $599B
More about BRK-B
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