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 $339,900. This represents 0.61% of its overall portfolio holdings.

Number of Shares
750
Previous 896 16.29%
Holding current value
$339,900
Previous $364 Million 5.29%
% of portfolio
0.61%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $590B
More about BRK-B
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