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

Koa Wealth Management, LLC

$122 Billion
Q4 2024

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 39,300 shares of BRK-B stock, worth $18.1 Million. This represents 14.56% of its overall portfolio holdings.

Number of Shares

39,300

Previous 39,595 0.75%

Holding current value

$18.1 Million

Previous $18.2 Billion 2.25%

% of portfolio

14.56%

Previous 14.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,415

Shares Held

833M

Call Options Held

21M

Put Options Held

13M

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 $600B

More about BRK-B

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