Summit Wealth Group LLC / CO Berkshire Hathaway Inc Class B Transaction History

Summit Wealth Group LLC / CO

  • $300 Billion
  • Q3 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 6,224 shares of BRK-B stock, worth $3.17 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
6,224
Previous 3,150 97.59%
Holding current value
$3.17 Million
Previous $1.53 Billion 42.47%
% of portfolio
0.73%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$459.11 - $506.91 $1.41 Million - $1.56 Million
3,074 Added 97.59%
6,224 $2.18 Billion
Q2 2025

Aug 13, 2025
BUY
$483.48 - $539.8 $1.52 Million - $1.7 Million
3,150 New
3,150 $1.53 Billion

Others Institutions Holding BRK-B

# of Institutions
5,128
Shares Held
882M
Call Options Held
19.6M
Put Options Held
15.2M
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 $662B
More about BRK-B
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