Oak Harbor Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Oak Harbor Wealth Partners, LLC

$321 Million
Q1 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,662 shares of BRK-B stock, worth $683,364. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,662

Previous 1,616 2.85%

Holding current value

$683,364

Previous $576,000 21.18%

% of portfolio

0.22%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$359.29 - $420.52 $16,527 - $19,343	46 Added 2.85%	1,662 $698,000
Q3 2023 Oct 19, 2023	SELL	$340.9 - $370.48 $272,379 - $296,013	-799 Reduced 33.08%	1,616 $566,000
Q1 2023 Apr 24, 2023	SELL	$293.51 - $320.37 $60,169 - $65,675	-205 Reduced 7.82%	2,415 $745,000
Q2 2022 Jul 25, 2022	BUY	$267.52 - $353.1 $10,165 - $13,417	38 Added 1.47%	2,620 $715,000
Q1 2022 May 11, 2022	BUY	$300.79 - $359.57 $5,414 - $6,472	18 Added 0.7%	2,582 $911,000

Q4 2021 Feb 17, 2022	BUY	$273.64 - $300.17 $701,612 - $769,635	2,564 New	2,564 $767,000

Others Institutions Holding BRK-B

# of Institutions

4,166

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $535B

More about BRK-B

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Oak Harbor Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History