Lodestone Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History

Lodestone Wealth Management LLC

$191 Billion
Q1 2024

A detailed history of Lodestone Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 8,431 shares of BRK-B stock, worth $3.45 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

8,431

Previous 8,458 0.32%

Holding current value

$3.45 Million

Previous $3.02 Billion 17.53%

% of portfolio

1.86%

Previous 1.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$359.29 - $420.52 $9,700 - $11,354	-27 Reduced 0.32%	8,431 $3.55 Billion
Q4 2023 Jan 24, 2024	BUY	$331.71 - $362.68 $60,039 - $65,645	181 Added 2.19%	8,458 $3.02 Billion
Q3 2023 Oct 20, 2023	SELL	$340.9 - $370.48 $14,658 - $15,930	-43 Reduced 0.52%	8,277 $2.9 Billion
Q2 2023 Jul 25, 2023	BUY	$309.07 - $341.0 $12,362 - $13,640	40 Added 0.48%	8,320 $2.84 Billion
Q1 2023 May 15, 2023	SELL	$293.51 - $320.37 $19,665 - $21,464	-67 Reduced 0.8%	8,280 $2.56 Billion

Q4 2022 Feb 09, 2023	BUY	$264.0 - $318.6 $2.2 Million - $2.66 Million	8,347 New	8,347 $2.58 Billion

Others Institutions Holding BRK-B

# of Institutions

4,167

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $532B

More about BRK-B

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Lodestone Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History