A detailed history of Three Bridge Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 4,778 shares of BRK-B stock, worth $2.18 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
4,778
Previous 4,951 3.49%
Holding current value
$2.18 Million
Previous $2.08 Million 6.63%
% of portfolio
0.78%
Previous 0.83%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$396.73 - $420.24 $68,634 - $72,701
-173 Reduced 3.49%
4,778 $1.94 Million
Q1 2024

May 14, 2024

SELL
$359.29 - $420.52 $166,710 - $195,121
-464 Reduced 8.57%
4,951 $2.08 Million
Q4 2023

Feb 08, 2024

SELL
$331.71 - $362.68 $86,244 - $94,296
-260 Reduced 4.58%
5,415 $1.93 Million
Q3 2023

Nov 13, 2023

BUY
$340.9 - $370.48 $11,590 - $12,596
34 Added 0.6%
5,675 $1.99 Million
Q2 2023

Jul 28, 2023

SELL
$309.07 - $341.0 $117,755 - $129,921
-381 Reduced 6.33%
5,641 $1.92 Million
Q1 2023

May 11, 2023

BUY
$293.51 - $320.37 $70,148 - $76,568
239 Added 4.13%
6,022 $1.86 Million
Q4 2022

Feb 14, 2023

SELL
$264.0 - $318.6 $110,616 - $133,493
-419 Reduced 6.76%
5,783 $1.79 Million
Q3 2022

Nov 10, 2022

SELL
$264.32 - $306.65 $9,779 - $11,346
-37 Reduced 0.61%
5,997 $1.6 Million
Q2 2022

Nov 10, 2022

BUY
$267.52 - $353.1 $1.61 Million - $2.13 Million
6,034 New
6,034 $1.65 Million
Q1 2022

Feb 14, 2023

BUY
$300.79 - $359.57 $61,661 - $73,711
205 Added 3.42%
6,202 $2.19 Million

Others Institutions Holding BRK-B

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 $594B
More about BRK-B
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