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 2,829 shares of BRK-B stock, worth $1.24 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,829
Previous 2,707 4.51%
Holding current value
$1.24 Million
Previous $965,000 23.21%
% of portfolio
0.36%
Previous 0.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $569B
More about BRK-B
Track This Portfolio

Track Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.