Heritage Wealth Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 755 shares of BRKB stock, worth $0. This represents 0.17% of its overall portfolio holdings.

Number of Shares
755
Previous 755 -0.0%
Holding current value
$0
Previous $317,000 3.15%
% of portfolio
0.17%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
N/A
-3,437 Reduced 81.99%
755 $269,000
Q4 2022

Feb 13, 2023
BUY
N/A
2,194 Added 109.81%
4,192 $1.29 Million
Q3 2022

Nov 14, 2022
BUY
N/A
90 Added 4.72%
1,998 $534,000
Q2 2022

Aug 15, 2022
BUY
N/A
77 Added 4.21%
1,908 $520,000
Q1 2022

Aug 15, 2022
BUY
N/A
385 Added 26.63%
1,831 $646,000
Q2 2021

Aug 11, 2021
SELL
N/A
-534 Reduced 26.97%
1,446 $402,000
Q1 2021

Jul 16, 2021
BUY
N/A
1,980 New
1,980 $506,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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