Tradition Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Tradition Wealth Management, LLC

  • $1.13 Billion
  • Q2 2025

A detailed history of Tradition Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 24,471 shares of BRK-B stock, worth $11.7 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
24,471
Previous 23,914 2.33%
Holding current value
$11.7 Million
Previous $12.7 Million 6.67%
% of portfolio
1.05%
Previous 1.22%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$483.48 - $539.8 $269,298 - $300,668
557 Added 2.33%
24,471 $11.9 Million
Q1 2025

May 14, 2025
BUY
$442.66 - $534.52 $125,715 - $151,803
284 Added 1.2%
23,914 $12.7 Million
Q4 2024

Feb 13, 2025
SELL
$442.29 - $483.08 $283,507 - $309,654
-641 Reduced 2.64%
23,630 $10.7 Million
Q3 2024

Nov 14, 2024
SELL
$405.19 - $478.57 $67,261 - $79,442
-166 Reduced 0.68%
24,271 $11.2 Million
Q2 2024

Aug 12, 2024
SELL
$396.73 - $420.24 $59,906 - $63,456
-151 Reduced 0.61%
24,437 $9.94 Million
Q1 2024

May 13, 2024
SELL
$359.29 - $420.52 $135,811 - $158,956
-378 Reduced 1.51%
24,588 $10.3 Million
Q4 2023

Feb 12, 2024
BUY
$331.71 - $362.68 $121,074 - $132,378
365 Added 1.48%
24,966 $8.9 Million
Q3 2023

Nov 13, 2023
BUY
$340.9 - $370.48 $74,657 - $81,135
219 Added 0.9%
24,601 $8.62 Million
Q2 2023

Aug 14, 2023
BUY
$309.07 - $341.0 $495,130 - $546,282
1,602 Added 7.03%
24,382 $8.31 Million
Q1 2023

May 11, 2023
BUY
$293.51 - $320.37 $2.08 Million - $2.27 Million
7,081 Added 45.1%
22,780 $7.03 Million
Q4 2022

Feb 03, 2023
BUY
$264.0 - $318.6 $124,344 - $150,060
471 Added 3.09%
15,699 $4.85 Million
Q3 2022

Nov 14, 2022
SELL
$264.32 - $306.65 $3,700 - $4,293
-14 Reduced 0.09%
15,228 $4.07 Million
Q2 2022

Aug 02, 2022
BUY
$267.52 - $353.1 $552,696 - $729,504
2,066 Added 15.68%
15,242 $4.16 Million
Q1 2022

May 11, 2022
SELL
$300.79 - $359.57 $64,970 - $77,667
-216 Reduced 1.61%
13,176 $4.65 Million
Q4 2021

Feb 14, 2022
BUY
$273.64 - $300.17 $94,679 - $103,858
346 Added 2.65%
13,392 $4 Million
Q3 2021

Nov 12, 2021
BUY
$272.66 - $291.28 $198,769 - $212,343
729 Added 5.92%
13,046 $3.56 Million
Q2 2021

Aug 09, 2021
SELL
$258.2 - $292.52 $24,529 - $27,789
-95 Reduced 0.77%
12,317 $3.42 Million
Q1 2021

May 14, 2021
SELL
$227.36 - $263.99 $38,423 - $44,614
-169 Reduced 1.34%
12,412 $3.17 Million
Q4 2020

Feb 16, 2021
BUY
$200.7 - $233.92 $2.53 Million - $2.94 Million
12,581 New
12,581 $2.92 Million

Others Institutions Holding BRK-B

# of Institutions
5,038
Shares Held
924M
Call Options Held
17.4M
Put Options Held
13.1M
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 $621B
More about BRK-B
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