Triad Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025

A detailed history of Triad Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,426 shares of BRK-B stock, worth $760,414. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,426
Previous 960 48.54%
Holding current value
$760,414
Previous $435 Million 74.51%
% of portfolio
0.24%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$442.66 - $534.52 $206,279 - $249,086
466 Added 48.54%
1,426 $759 Million
Q4 2024

Feb 06, 2025
BUY
$442.29 - $483.08 $424,598 - $463,756
960 New
960 $435 Million
Q2 2024

Jul 18, 2024
BUY
$396.73 - $420.24 $225,739 - $239,116
569 New
569 $231 Million

Others Institutions Holding BRK-B

# of Institutions
4,933
Shares Held
874M
Call Options Held
19.4M
Put Options Held
12.1M
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 $694B
More about BRK-B
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