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

Horizon Wealth Management, LLC

$417 Million
Q2 2024

A detailed history of Horizon Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 3,754 shares of BRK-B stock, worth $1.72 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

3,754

Previous 3,772 0.48%

Holding current value

$1.72 Million

Previous $1.59 Million 3.72%

% of portfolio

0.37%

Previous 0.42%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$396.73 - $420.24 $7,141 - $7,564	-18 Reduced 0.48%	3,754 $1.53 Million
Q1 2024 Apr 18, 2024	BUY	$359.29 - $420.52 $34,132 - $39,949	95 Added 2.58%	3,772 $1.59 Million
Q4 2023 Jan 22, 2024	SELL	$331.71 - $362.68 $10,946 - $11,968	-33 Reduced 0.89%	3,677 $1.31 Million
Q3 2023 Oct 24, 2023	SELL	$340.9 - $370.48 $51,135 - $55,572	-150 Reduced 3.89%	3,710 $1.3 Million
Q2 2023 Jul 31, 2023	BUY	$309.07 - $341.0 $4,326 - $4,774	14 Added 0.36%	3,860 $1.32 Million
Q1 2023 May 11, 2023	BUY	$293.51 - $320.37 $294,390 - $321,331	1,003 Added 35.28%	3,846 $1.19 Million
Q4 2022 Feb 09, 2023	SELL	$264.0 - $318.6 $88,704 - $107,049	-336 Reduced 10.57%	2,843 $878,000
Q3 2022 Nov 18, 2022	SELL	$264.32 - $306.65 $192,953 - $223,854	-730 Reduced 18.67%	3,179 $849,000
Q2 2022 Aug 02, 2022	BUY	$267.52 - $353.1 $355,801 - $469,623	1,330 Added 51.57%	3,909 $1.07 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $705,717 - $774,138	2,579 New	2,579 $771,000

Others Institutions Holding BRK-B

# of Institutions

4,259

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

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