Shore Haven Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Shore Haven Wealth Partners, LLC

  • $178 Million
  • Q1 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 2,868 shares of BRK-B stock, worth $1.18 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
2,868
Previous 2,623 9.34%
Holding current value
$1.18 Million
Previous $935,000 28.98%
% of portfolio
0.68%
Previous 0.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$359.29 - $420.52 $88,026 - $103,027
245 Added 9.34%
2,868 $1.21 Million
Q3 2023

Oct 24, 2023
SELL
$340.9 - $370.48 $64,770 - $70,391
-190 Reduced 6.75%
2,623 $918,000
Q1 2023

Apr 14, 2023
SELL
$293.51 - $320.37 $1,761 - $1,922
-6 Reduced 0.21%
2,813 $868,000
Q1 2022

May 13, 2022
BUY
$300.79 - $359.57 $169,043 - $202,078
562 Added 24.9%
2,819 $994,000
Q4 2020

Feb 10, 2021
BUY
$200.7 - $233.92 $452,979 - $527,957
2,257 New
2,257 $523,000

Others Institutions Holding BRK-B

# of Institutions
4,166
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
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 $535B
More about BRK-B
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