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

Shore Haven Wealth Partners, LLC

$202 Million
Q3 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 2,515 shares of BRK-B stock, worth $1.2 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

2,515

Previous 2,596 3.12%

Holding current value

$1.2 Million

Previous $1.06 Million 9.56%

% of portfolio

0.57%

Previous 0.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$405.19 - $478.57 $32,820 - $38,764	-81 Reduced 3.12%	2,515 $1.16 Million
Q2 2024 Jul 24, 2024	SELL	$396.73 - $420.24 $107,910 - $114,305	-272 Reduced 9.48%	2,596 $1.06 Million
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

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

View Full List

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 $623B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Account

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