One Wealth Management Investment & Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 750 shares of BRK-B stock, worth $352,710. This represents 0.61% of its overall portfolio holdings.

Number of Shares

750

Previous 896 16.29%

Holding current value

$352,710

Previous $364 Million 5.29%

% of portfolio

0.61%

Previous 0.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$405.19 - $478.57 $59,157 - $69,871	-146 Reduced 16.29%	750 $345 Million
Q2 2024 Aug 06, 2024	BUY	$396.73 - $420.24 $49,591 - $52,530	125 Added 16.21%	896 $364 Million
Q1 2024 May 14, 2024	SELL	$359.29 - $420.52 $101,319 - $118,586	-282 Reduced 26.78%	771 $324 Million
Q4 2023 Jan 25, 2024	BUY	$331.71 - $362.68 $349,290 - $381,902	1,053 New	1,053 $376 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $612B

More about BRK-B

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One Wealth Management Investment & Advisory Services, LLC Berkshire Hathaway Inc Class B Transaction History