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

Heritage Wealth Management, LLC

$177 Million
Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 755 shares of BRK-B stock, worth $356,624. This represents 0.17% of its overall portfolio holdings.

Number of Shares

755

Previous 755 -0.0%

Holding current value

$356,624

Previous $317,000 3.15%

% of portfolio

0.17%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$331.71 - $362.68 $1.14 Million - $1.25 Million	-3,437 Reduced 81.99%	755 $269,000
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $579,216 - $699,008	2,194 Added 109.81%	4,192 $1.29 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $23,788 - $27,598	90 Added 4.72%	1,998 $534,000
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $20,599 - $27,188	77 Added 4.21%	1,908 $520,000
Q1 2022 Aug 15, 2022	BUY	$300.79 - $359.57 $115,804 - $138,434	385 Added 26.63%	1,831 $646,000
Q2 2021 Aug 11, 2021	SELL	$258.2 - $292.52 $137,878 - $156,205	-534 Reduced 26.97%	1,446 $402,000
Q1 2021 Jul 16, 2021	BUY	$227.36 - $263.99 $450,172 - $522,700	1,980 New	1,980 $506,000

Others Institutions Holding BRK-B

# of Institutions

4,465

Shares Held

833M

Call Options Held

21.1M

Put Options Held

12.9M

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 $615B

More about BRK-B

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