Rooted Wealth Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 1,233 shares of BRK-B stock, worth $647,374. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,233
Previous 1,335 7.64%
Holding current value
$647,374
Previous $605,000 6.94%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Apr 08, 2025
SELL
$442.66 - $534.52 $45,151 - $54,521
-102 Reduced 7.64%
1,233 $647,000
Q4 2024

Jan 30, 2025
BUY
$442.29 - $483.08 $177,358 - $193,715
401 Added 42.93%
1,335 $605,000
Q3 2024

Nov 12, 2024
BUY
$405.19 - $478.57 $378,447 - $446,984
934 New
934 $424,000

Others Institutions Holding BRK-B

# of Institutions
4,829
Shares Held
881M
Call Options Held
21.2M
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 $683B
More about BRK-B
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