Instrumental Wealth, LLC Berkshire Hathaway Inc Class B Transaction History

Instrumental Wealth, LLC

  • $230 Billion
  • Q1 2024

A detailed history of Instrumental Wealth, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Instrumental Wealth, LLC holds 689 shares of BRK-B stock, worth $299,349. This represents 0.12% of its overall portfolio holdings.

Number of Shares
689
Previous 608 13.32%
Holding current value
$299,349
Previous $229 Million 21.54%
% of portfolio
0.12%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 29, 2024
BUY
$359.29 - $420.52 $29,102 - $34,062
81 Added 13.32%
689 $278 Million
Q4 2023

Jan 25, 2024
BUY
$331.71 - $362.68 $201,679 - $220,509
608 New
608 $229 Million

Others Institutions Holding BRK-B

# of Institutions
4,180
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.78M
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 $565B
More about BRK-B
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