Shakespeare Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Shakespeare Wealth Management, Inc.

  • $344 Million
  • Q2 2024

A detailed history of Shakespeare Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 735 shares of BRK-B stock, worth $334,351. This represents 0.09% of its overall portfolio holdings.

Number of Shares
735
Previous 728 0.96%
Holding current value
$334,351
Previous $306,000 2.61%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$396.73 - $420.24 $2,777 - $2,941
7 Added 0.96%
735 $298,000
Q4 2022

Feb 13, 2023
BUY
$264.0 - $318.6 $192,192 - $231,940
728 New
728 $224,000
Q1 2022

May 16, 2022
BUY
$300.79 - $359.57 $220,479 - $263,564
733 New
733 $253,000
Q3 2021

Nov 15, 2021
SELL
$272.66 - $291.28 $218,945 - $233,897
-803 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$227.36 - $263.99 $182,570 - $211,983
803 New
803 $205,000

Others Institutions Holding BRK-B

# of Institutions
4,314
Shares Held
851M
Call Options Held
17.1M
Put Options Held
9.31M
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 $592B
More about BRK-B
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