Madison Wealth Partners, Inc Berkshire Hathaway Inc Class B Transaction History

Madison Wealth Partners, Inc

$271 Million
Q1 2024

A detailed history of Madison Wealth Partners, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 3,123 shares of BRK-B stock, worth $1.37 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

3,123

Previous 3,127 0.13%

Holding current value

$1.37 Million

Previous $1.12 Million 17.76%

% of portfolio

0.49%

Previous 0.45%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$359.29 - $420.52 $1,437 - $1,682	-4 Reduced 0.13%	3,123 $1.31 Million
Q4 2023 Feb 12, 2024	BUY	$331.71 - $362.68 $48,429 - $52,951	146 Added 4.9%	3,127 $1.12 Million
Q3 2023 Nov 01, 2023	BUY	$340.9 - $370.48 $41,589 - $45,198	122 Added 4.27%	2,981 $1.04 Million
Q2 2023 Jul 20, 2023	SELL	$309.07 - $341.0 $4,636 - $5,115	-15 Reduced 0.52%	2,859 $974,000
Q1 2023 Apr 20, 2023	SELL	$293.51 - $320.37 $11,446 - $12,494	-39 Reduced 1.34%	2,874 $887,000

Q4 2022 Jan 24, 2023	BUY	$264.0 - $318.6 $62,040 - $74,871	235 Added 8.78%	2,913 $0
Q3 2022 Oct 24, 2022	BUY	$264.32 - $306.65 $26,960 - $31,278	102 Added 3.96%	2,678 $715,000
Q2 2022 Jul 22, 2022	BUY	$267.52 - $353.1 $3,210 - $4,237	12 Added 0.47%	2,576 $703,000
Q1 2022 May 02, 2022	BUY	$300.79 - $359.57 $14,738 - $17,618	49 Added 1.95%	2,564 $905,000
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $5,472 - $6,003	20 Added 0.8%	2,515 $752,000
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $4,907 - $5,243	18 Added 0.73%	2,495 $681,000
Q2 2021 Jul 19, 2021	BUY	$258.2 - $292.52 $113,349 - $128,416	439 Added 21.54%	2,477 $688,000
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $409,026 - $476,728	2,038 New	2,038 $472,000

Others Institutions Holding BRK-B

# of Institutions

4,185

Shares Held

821M

Call Options Held

18.5M

Put Options Held

9.78M

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 $569B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Account

Madison Wealth Partners, Inc Berkshire Hathaway Inc Class B Transaction History