Koa Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Koa Wealth Management, LLC

$124 Billion
Q1 2025

A detailed history of Koa Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Koa Wealth Management, LLC holds 38,802 shares of BRK-B stock, worth $18.8 Million. This represents 16.69% of its overall portfolio holdings.

Number of Shares

38,802

Previous 39,300 1.27%

Holding current value

$18.8 Million

Previous $17.8 Billion 16.01%

% of portfolio

16.69%

Previous 14.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$442.66 - $534.52 $220,444 - $266,190	-498 Reduced 1.27%	38,802 $20.7 Billion
Q4 2024 Jan 23, 2025	SELL	$442.29 - $483.08 $130,475 - $142,508	-295 Reduced 0.75%	39,300 $17.8 Billion
Q3 2024 Nov 06, 2024	SELL	$405.19 - $478.57 $292,952 - $346,006	-723 Reduced 1.79%	39,595 $18.2 Billion
Q2 2024 Jul 23, 2024	SELL	$396.73 - $420.24 $64,270 - $68,078	-162 Reduced 0.4%	40,318 $16.4 Billion
Q1 2024 May 07, 2024	SELL	$359.29 - $420.52 $107,787 - $126,156	-300 Reduced 0.74%	40,480 $17 Billion
Q4 2023 May 07, 2024	BUY	$331.71 - $362.68 $13.5 Million - $14.8 Million	40,780 New	40,780 $14.5 Billion

Others Institutions Holding BRK-B

# of Institutions

4,962

Shares Held

900M

Call Options Held

19.4M

Put Options Held

12.1M

View Full List

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 $631B

More about BRK-B

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Koa Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History