Instrumental Wealth, LLC Berkshire Hathaway Inc Class B Transaction History

Instrumental Wealth, LLC

  • $103 Billion
  • Q3 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 748 shares of BRK-B stock, worth $351,537. This represents 0.34% of its overall portfolio holdings.

Number of Shares
748
Previous 718 4.18%
Holding current value
$351,537
Previous $311 Million 10.6%
% of portfolio
0.34%
Previous 0.32%

Shares

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

Oct 15, 2024
BUY
$405.19 - $478.57 $12,155 - $14,357
30 Added 4.18%
748 $344 Million
Q2 2024

Jul 26, 2024
BUY
$396.73 - $420.24 $11,505 - $12,186
29 Added 4.21%
718 $311 Million
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
4,443
Shares Held
833M
Call Options Held
21M
Put Options Held
12.9M
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 $611B
More about BRK-B
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