Invenio Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History

Invenio Wealth Partners LLC

  • $186 Billion
  • Q1 2024

A detailed history of Invenio Wealth Partners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 767 shares of BRK-B stock, worth $315,367. This represents 0.17% of its overall portfolio holdings.

Number of Shares
767
Previous 864 11.23%
Holding current value
$315,367
Previous $308 Million 4.67%
% of portfolio
0.17%
Previous 0.22%

Shares

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

May 09, 2024
SELL
$359.29 - $420.52 $34,851 - $40,790
-97 Reduced 11.23%
767 $323 Million
Q3 2023

Nov 13, 2023
BUY
$340.9 - $370.48 $9,204 - $10,002
27 Added 3.23%
864 $303 Million
Q2 2023

Aug 11, 2023
BUY
$309.07 - $341.0 $258,691 - $285,417
837 New
837 $285 Million

Others Institutions Holding BRK-B

# of Institutions
4,165
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
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 $535B
More about BRK-B
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