A detailed history of Modern Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Modern Wealth Management, LLC holds 40,586 shares of BRK-B stock, worth $18.4 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
40,586
Previous 9,425 330.62%
Holding current value
$18.4 Million
Previous $3.83 Billion 387.19%
% of portfolio
1.14%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$405.19 - $478.57 $12.6 Million - $14.9 Million
31,161 Added 330.62%
40,586 $18.7 Billion
Q2 2024

Aug 07, 2024

BUY
$396.73 - $420.24 $503,847 - $533,704
1,270 Added 15.57%
9,425 $3.83 Billion
Q1 2024

May 13, 2024

BUY
$359.29 - $420.52 $964,693 - $1.13 Million
2,685 Added 49.09%
8,155 $3.36 Billion
Q4 2023

Feb 14, 2024

BUY
$331.71 - $362.68 $1.81 Million - $1.98 Million
5,470 New
5,470 $1.95 Billion

Others Institutions Holding BRK-B

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 $590B
More about BRK-B
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

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

News

Stay updated on Modern Wealth Management, LLC with notifications on news.