Modern Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

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 66,016 shares of BRK-B stock, worth $31.5 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

66,016

Previous 42,964 53.65%

Holding current value

$31.5 Million

Previous $22.9 Million 40.15%

% of portfolio

0.85%

Previous 0.75%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$483.48 - $539.8 $11.1 Million - $12.4 Million	23,052 Added 53.65%	66,016 $32.1 Million
Q1 2025 May 30, 2025	BUY	$442.66 - $534.52 $379,359 - $458,083	857 Added 2.04%	42,964 $22.9 Million
Q1 2025 May 15, 2025	SELL	$442.66 - $534.52 $961,900 - $1.16 Million	-2,173 Reduced 4.91%	42,107 $22.4 Billion
Q4 2024 May 30, 2025	BUY	$442.29 - $483.08 $661,665 - $722,687	1,496 Added 3.55%	43,603 $19.8 Million
Q4 2024 May 29, 2025	SELL	$442.29 - $483.08 $11.7 Million - $12.8 Million	-26,560 Reduced 63.08%	15,547 $7.05 Million
Q4 2024 Feb 11, 2025	BUY	$442.29 - $483.08 $1.63 Million - $1.78 Million	3,694 Added 9.1%	44,280 $20.8 Billion
Q3 2024 May 30, 2025	SELL	$405.19 - $478.57 $1.23 Million - $1.46 Million	-3,041 Reduced 7.22%	39,066 $18 Million
Q3 2024 May 29, 2025	SELL	$405.19 - $478.57 $13.3 Million - $15.7 Million	-32,709 Reduced 77.68%	9,398 $4.33 Million
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 May 29, 2025	SELL	$396.73 - $420.24 $13.4 Million - $14.2 Million	-33,748 Reduced 80.15%	8,359 $3.4 Million
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 28, 2025	SELL	$359.29 - $420.52 $12.3 Million - $14.4 Million	-34,135 Reduced 81.07%	7,972 $3.35 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 May 28, 2025	SELL	$331.71 - $362.68 $12.1 Million - $13.2 Million	-36,525 Reduced 86.74%	5,582 $1.99 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

# of Institutions

5,035

Shares Held

924M

Call Options Held

17.2M

Put Options Held

12.7M

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 $621B

More about BRK-B

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Modern Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History