Perfromance Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Perfromance Wealth Partners, LLC

$3.08 Billion
Q2 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 185,525 shares of BRK-B stock, worth $88.5 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares

185,525

Previous 185,897 0.2%

Holding current value

$88.5 Million

Previous $99 Million 8.97%

% of portfolio

2.93%

Previous 3.57%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$483.48 - $539.8 $179,854 - $200,805	-372 Reduced 0.2%	185,525 $90.1 Million
Q1 2025 Apr 22, 2025	BUY	$442.66 - $534.52 $2.22 Million - $2.68 Million	5,007 Added 2.77%	185,897 $99 Million
Q4 2024 Jan 17, 2025	BUY	$442.29 - $483.08 $784,622 - $856,983	1,774 Added 0.99%	180,890 $82 Million
Q3 2024 Oct 10, 2024	BUY	$405.19 - $478.57 $3.84 Million - $4.53 Million	9,468 Added 5.58%	179,116 $82.4 Million
Q2 2024 Jul 19, 2024	BUY	$396.73 - $420.24 $4.91 Million - $5.2 Million	12,385 Added 7.88%	169,648 $69 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $7.42 Million - $8.68 Million	20,643 Added 15.11%	157,263 $66.1 Million
Q4 2023 Jan 22, 2024	BUY	$331.71 - $362.68 $7.65 Million - $8.37 Million	23,066 Added 20.31%	136,620 $48.7 Million
Q3 2023 Oct 30, 2023	BUY	$340.9 - $370.48 $2.06 Million - $2.24 Million	6,038 Added 5.62%	113,554 $39.8 Million
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $2.18 Million - $2.4 Million	7,047 Added 7.01%	107,516 $36.7 Million
Q1 2023 Apr 20, 2023	BUY	$293.51 - $320.37 $278,540 - $304,031	949 Added 0.95%	100,469 $31 Million
Q4 2022 Jan 19, 2023	BUY	$264.0 - $318.6 $921,888 - $1.11 Million	3,492 Added 3.64%	99,520 $0
Q3 2022 Oct 17, 2022	BUY	$264.32 - $306.65 $1.23 Million - $1.43 Million	4,670 Added 5.11%	96,028 $25.6 Million
Q2 2022 Jul 15, 2022	BUY	$267.52 - $353.1 $279,558 - $368,989	1,045 Added 1.16%	91,358 $24.9 Million
Q1 2022 Apr 21, 2022	BUY	$300.79 - $359.57 $3 Million - $3.59 Million	9,990 Added 12.44%	90,313 $31.9 Million
Q4 2021 Feb 03, 2022	BUY	$273.64 - $300.17 $22 Million - $24.1 Million	80,323 New	80,323 $24 Million

Others Institutions Holding BRK-B

# of Institutions

5,039

Shares Held

924M

Call Options Held

18.4M

Put Options Held

13.1M

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 $621B

More about BRK-B

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Perfromance Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History