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

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

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 9,425 shares of BRK-B stock, worth $4.31 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,425
Previous 8,155 15.57%
Holding current value
$4.31 Million
Previous $3.36 Billion 14.1%
% of portfolio
0.28%
Previous 0.3%

Shares

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

# of Institutions
4,261
Shares Held
843M
Call Options Held
17.1M
Put Options Held
9.27M
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 $595B
More about BRK-B
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