Naviter Wealth, LLC Berkshire Hathaway Inc Class B Transaction History

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024

A detailed history of Naviter Wealth, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Naviter Wealth, LLC holds 12,769 shares of BRK-B stock, worth $6.03 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
12,769
Previous 13,071 2.31%
Holding current value
$6.03 Million
Previous $5.32 Million 10.53%
% of portfolio
0.83%
Previous 0.8%

Shares

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

Oct 16, 2024
SELL
$405.19 - $478.57 $122,367 - $144,528
-302 Reduced 2.31%
12,769 $5.88 Million
Q2 2024

Aug 01, 2024
BUY
$396.73 - $420.24 $123,779 - $131,114
312 Added 2.45%
13,071 $5.32 Million
Q1 2024

Apr 18, 2024
BUY
$359.29 - $420.52 $531,389 - $621,949
1,479 Added 13.11%
12,759 $5.37 Million
Q4 2023

Feb 05, 2024
BUY
$331.71 - $362.68 $692,278 - $756,913
2,087 Added 22.7%
11,280 $4.02 Million
Q3 2023

Nov 14, 2023
BUY
$340.9 - $370.48 $171,131 - $185,980
502 Added 5.78%
9,193 $3.22 Million
Q2 2023

Jul 20, 2023
BUY
$309.07 - $341.0 $249,728 - $275,528
808 Added 10.25%
8,691 $2.96 Million
Q1 2023

Apr 12, 2023
SELL
$293.51 - $320.37 $276,486 - $301,788
-942 Reduced 10.67%
7,883 $2.43 Million
Q4 2022

Jan 31, 2023
BUY
$264.0 - $318.6 $176,616 - $213,143
669 Added 8.2%
8,825 $2.73 Million
Q3 2022

Oct 27, 2022
BUY
$264.32 - $306.65 $241,852 - $280,584
915 Added 12.64%
8,156 $2.18 Million
Q2 2022

Jul 18, 2022
BUY
$267.52 - $353.1 $1.74 Million - $2.3 Million
6,500 Added 877.19%
7,241 $1.98 Million
Q4 2021

Feb 03, 2022
BUY
$273.64 - $300.17 $202,767 - $222,425
741 New
741 $222,000

Others Institutions Holding BRK-B

# of Institutions
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $614B
More about BRK-B
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