Montz Harcus Wealth Management LLC Berkshire Hathaway Inc Class B Transaction History
Montz Harcus Wealth Management LLC
- $181 Million
- Q1 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 2,968 shares of BRK-B stock, worth $1.44 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
2,968
Previous 2,965
0.1%
Holding current value
$1.44 Million
Previous $1.34 Million
17.65%
% of portfolio
0.87%
Previous 0.76%
Shares
10 transactions
Others Institutions Holding BRK-B
# of Institutions
4,958Shares Held
873MCall Options Held
19.4MPut Options Held
12.1M-
Vanguard Group Inc Valley Forge, PA151MShares$73 Billion1.49% of portfolio
-
Black Rock Inc. New York, NY107MShares$52 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.2MShares$35 Billion1.63% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX44.3MShares$21.5 Billion2.73% of portfolio
-
Geode Capital Management, LLC Boston, MA39.4MShares$19.1 Billion1.69% of portfolio
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 $631B