A detailed history of Kathleen S. Wright Associates Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 53,427 shares of BRK-B stock, worth $25.6 Million. This represents 9.99% of its overall portfolio holdings.

Number of Shares
53,427
Previous 54,009 1.08%
Holding current value
$25.6 Million
Previous $22 Million 11.93%
% of portfolio
9.99%
Previous 9.93%

Shares

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

Oct 11, 2024

SELL
$405.19 - $478.57 $235,820 - $278,527
-582 Reduced 1.08%
53,427 $24.6 Million
Q2 2024

Jul 17, 2024

SELL
$396.73 - $420.24 $485,200 - $513,953
-1,223 Reduced 2.21%
54,009 $22 Million
Q1 2024

Apr 17, 2024

BUY
$359.29 - $420.52 $54,971 - $64,339
153 Added 0.28%
55,232 $23.2 Million
Q4 2023

Jan 31, 2024

SELL
$331.71 - $362.68 $723,459 - $791,005
-2,181 Reduced 3.81%
55,079 $19.6 Million
Q3 2023

Oct 20, 2023

BUY
$340.9 - $370.48 $2.52 Million - $2.74 Million
7,383 Added 14.8%
57,260 $20.1 Million
Q2 2023

Jul 20, 2023

SELL
$309.07 - $341.0 $855,505 - $943,888
-2,768 Reduced 5.26%
49,877 $17 Million
Q1 2023

Apr 21, 2023

SELL
$293.51 - $320.37 $1.72 Million - $1.88 Million
-5,871 Reduced 10.03%
52,645 $16.3 Million
Q4 2022

Feb 01, 2023

SELL
$264.0 - $318.6 $330,264 - $398,568
-1,251 Reduced 2.09%
58,516 $18.1 Million
Q3 2022

Oct 18, 2022

BUY
$264.32 - $306.65 $178,416 - $206,988
675 Added 1.14%
59,767 $16 Million
Q2 2022

Jul 15, 2022

SELL
$267.52 - $353.1 $402,350 - $531,062
-1,504 Reduced 2.48%
59,092 $16.1 Million
Q1 2022

Apr 29, 2022

SELL
$300.79 - $359.57 $617,221 - $737,837
-2,052 Reduced 3.28%
60,596 $21.4 Million
Q4 2021

Feb 02, 2022

BUY
$273.64 - $300.17 $17.1 Million - $18.8 Million
62,648 New
62,648 $18.7 Million

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 $623B
More about BRK-B
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.