Shelton Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History
Shelton Wealth Management, LLC
- $158 Million
- Q1 2024
A detailed history of Shelton Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 3,268 shares of BRK-B stock, worth $1.35 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
3,268
Previous 2,878
13.55%
Holding current value
$1.35 Million
Previous $1.03 Million
33.92%
% of portfolio
0.87%
Previous 0.73%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
4,169Shares Held
822MCall Options Held
18.4MPut Options Held
9.81M-
Vanguard Group Inc Valley Forge, PA147MShares$60.6 Billion1.24% of portfolio
-
Black Rock Inc. New York, NY108MShares$44.5 Billion1.07% of portfolio
-
State Street Corp Boston, MA69.5MShares$28.8 Billion1.33% of portfolio
-
Geode Capital Management, LLC Boston, MA35.3MShares$14.6 Billion1.39% of portfolio
-
Morgan Stanley New York, NY24.3MShares$10.1 Billion0.83% of portfolio
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 $538B