A detailed history of Insight Wealth Strategies, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 472 shares of BRK-B stock, worth $221,972. This represents 0.03% of its overall portfolio holdings.

Number of Shares
472
Holding current value
$221,972
% of portfolio
0.03%

Shares

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

Oct 07, 2024

BUY
$405.19 - $478.57 $191,249 - $225,885
472 New
472 $217,000
Q2 2021

Aug 12, 2021

SELL
$258.2 - $292.52 $717,021 - $812,328
-2,777 Closed
0 $0
Q1 2021

May 12, 2021

SELL
$227.36 - $263.99 $3,865 - $4,487
-17 Reduced 0.61%
2,777 $709,000
Q4 2020

Feb 05, 2021

BUY
$200.7 - $233.92 $61,614 - $71,813
307 Added 12.34%
2,794 $648,000
Q3 2020

Oct 29, 2020

BUY
$177.99 - $221.68 $21,358 - $26,601
120 Added 5.07%
2,487 $530,000
Q2 2020

Jul 31, 2020

SELL
$169.25 - $201.56 $37,065 - $44,141
-219 Reduced 8.47%
2,367 $423,000
Q1 2020

Apr 21, 2020

BUY
$162.13 - $230.2 $131,973 - $187,382
814 Added 45.94%
2,586 $473,000
Q4 2019

Feb 21, 2020

SELL
$203.1 - $227.05 $4,468 - $4,995
-22 Reduced 1.23%
1,772 $401,000
Q1 2019

Apr 24, 2019

BUY
$191.66 - $209.19 $2,491 - $2,719
13 Added 0.73%
1,794 $360,000
Q4 2018

Feb 12, 2019

BUY
$187.76 - $223.76 $334,400 - $398,516
1,781 New
1,781 $364,000

Others Institutions Holding BRK-B

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 $612B
More about BRK-B
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