Shakespeare Wealth Management, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Shakespeare Wealth Management, Inc.

  • $379 Million
  • Q3 2024

A detailed history of Shakespeare Wealth Management, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 747 shares of BRKB stock, worth $0. This represents 0.09% of its overall portfolio holdings.

Number of Shares
747
Previous 735 1.63%
Holding current value
$0
Previous $298,000 15.1%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
N/A
12 Added 1.63%
747 $343,000
Q2 2024

Aug 13, 2024
BUY
N/A
7 Added 0.96%
735 $298,000
Q4 2022

Feb 13, 2023
BUY
N/A
728 New
728 $224,000
Q1 2022

May 16, 2022
BUY
N/A
733 New
733 $253,000
Q3 2021

Nov 15, 2021
SELL
N/A
-803 Closed
0 $0
Q1 2021

May 13, 2021
BUY
N/A
803 New
803 $205,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Shakespeare Wealth Management, Inc. Portfolio

Follow Shakespeare Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shakespeare Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email