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

Precedent Wealth Partners, LLC

  • $360 Billion
  • Q1 2025

A detailed history of Precedent Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 834 shares of BRK-B stock, worth $444,730. This represents 0.12% of its overall portfolio holdings.

Number of Shares
834
Previous 637 30.93%
Holding current value
$444,730
Previous $289 Million 53.83%
% of portfolio
0.12%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$442.66 - $534.52 $87,204 - $105,300
197 Added 30.93%
834 $444 Million
Q4 2024

Jan 21, 2025
SELL
$442.29 - $483.08 $38,921 - $42,511
-88 Reduced 12.14%
637 $289 Million
Q3 2024

Oct 17, 2024
BUY
$405.19 - $478.57 $50,648 - $59,821
125 Added 20.83%
725 $334 Million
Q2 2024

Jul 23, 2024
SELL
$396.73 - $420.24 $44,830 - $47,487
-113 Reduced 15.85%
600 $244 Million
Q4 2023

Jan 18, 2024
BUY
$331.71 - $362.68 $236,509 - $258,590
713 New
713 $254 Million

Others Institutions Holding BRK-B

# of Institutions
4,898
Shares Held
867M
Call Options Held
20.8M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $694B
More about BRK-B
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