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

Koa Wealth Management, LLC

  • $129 Billion
  • Q3 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 39,595 shares of BRK-B stock, worth $18.9 Million. This represents 14.08% of its overall portfolio holdings.

Number of Shares
39,595
Previous 40,318 1.79%
Holding current value
$18.9 Million
Previous $16.4 Billion 11.11%
% of portfolio
14.08%
Previous 13.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $620B
More about BRK-B
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