Marshall & Sterling Wealth Advisors Inc. Berkshire Hathaway Inc Class B Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 3,193 shares of BRK-B stock, worth $1.56 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
3,193
Previous 3,380 5.53%
Holding current value
$1.56 Million
Previous $1.8 Billion 13.84%
% of portfolio
1.05%
Previous 1.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$483.48 - $539.8 $90,410 - $100,942
-187 Reduced 5.53%
3,193 $1.55 Billion
Q1 2025

May 15, 2025
BUY
$442.66 - $534.52 $49,577 - $59,866
112 Added 3.43%
3,380 $1.8 Billion
Q4 2024

Feb 14, 2025
BUY
$442.29 - $483.08 $1.45 Million - $1.58 Million
3,268 New
3,268 $1.48 Billion

Others Institutions Holding BRK-B

# of Institutions
5,083
Shares Held
883M
Call Options Held
17.4M
Put Options Held
13.1M
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 $635B
More about BRK-B
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