Lakeridge Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,122 shares of BRK-B stock, worth $1.45 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
3,122
Previous 3,291 5.14%
Holding current value
$1.45 Million
Previous $1.38 Billion 8.23%
% of portfolio
0.76%
Previous 0.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$396.73 - $420.24 $67,047 - $71,020
-169 Reduced 5.14%
3,122 $1.27 Billion
Q1 2024

Apr 29, 2024
SELL
$359.29 - $420.52 $62,516 - $73,170
-174 Reduced 5.02%
3,291 $1.38 Billion
Q4 2023

Feb 14, 2024
BUY
$331.71 - $362.68 $1.15 Million - $1.26 Million
3,465 New
3,465 $1.24 Billion

Others Institutions Holding BRK-B

# of Institutions
4,253
Shares Held
843M
Call Options Held
17.1M
Put Options Held
9.27M
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 $605B
More about BRK-B
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC 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 Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email