A detailed history of Oakwell Private Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 2,808 shares of BRK-B stock, worth $1.34 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,808
Previous 2,829 0.74%
Holding current value
$1.34 Million
Previous $1.15 Million 12.35%
% of portfolio
0.37%
Previous 0.32%

Shares

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

Nov 04, 2024

SELL
$405.19 - $478.57 $8,508 - $10,049
-21 Reduced 0.74%
2,808 $1.29 Million
Q1 2024

Apr 25, 2024

BUY
$359.29 - $420.52 $43,833 - $51,303
122 Added 4.51%
2,829 $1.19 Million
Q1 2023

May 04, 2023

SELL
$293.51 - $320.37 $15,556 - $16,979
-53 Reduced 1.92%
2,707 $835,000
Q4 2022

Feb 01, 2023

SELL
$264.0 - $318.6 $15,576 - $18,797
-59 Reduced 2.09%
2,760 $852,000
Q3 2022

Oct 27, 2022

SELL
$264.32 - $306.65 $4,493 - $5,213
-17 Reduced 0.6%
2,819 $753,000
Q2 2022

Aug 03, 2022

BUY
$267.52 - $353.1 $9,898 - $13,064
37 Added 1.32%
2,836 $774,000
Q1 2022

May 03, 2022

BUY
$300.79 - $359.57 $50,231 - $60,048
167 Added 6.34%
2,799 $988,000
Q1 2021

Apr 21, 2021

SELL
$227.36 - $263.99 $20,917 - $24,287
-92 Reduced 3.38%
2,632 $672,000
Q4 2020

Feb 10, 2021

BUY
$200.7 - $233.92 $546,706 - $637,198
2,724 New
2,724 $632,000

Others Institutions Holding BRK-B

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 $620B
More about BRK-B
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