A detailed history of Triangle Securities Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Triangle Securities Wealth Management holds 8,491 shares of BRK-B stock, worth $3.9 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
8,491
Previous 9,032 5.99%
Holding current value
$3.9 Million
Previous $3.8 Million 9.06%
% of portfolio
0.99%
Previous 1.09%

Shares

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

Jul 10, 2024

SELL
$396.73 - $420.24 $214,630 - $227,349
-541 Reduced 5.99%
8,491 $3.45 Million
Q1 2024

Apr 10, 2024

BUY
$359.29 - $420.52 $1,796 - $2,102
5 Added 0.06%
9,032 $3.8 Million
Q4 2023

Jan 10, 2024

SELL
$331.71 - $362.68 $38,146 - $41,708
-115 Reduced 1.26%
9,027 $3.22 Million
Q3 2023

Oct 10, 2023

SELL
$340.9 - $370.48 $24,544 - $26,674
-72 Reduced 0.78%
9,142 $3.2 Million
Q2 2023

Jul 13, 2023

SELL
$309.07 - $341.0 $44,815 - $49,445
-145 Reduced 1.55%
9,214 $3.14 Million
Q1 2023

Apr 20, 2023

SELL
$293.51 - $320.37 $119,458 - $130,390
-407 Reduced 4.17%
9,359 $2.89 Million
Q4 2022

Jan 11, 2023

SELL
$264.0 - $318.6 $42,768 - $51,613
-162 Reduced 1.63%
9,766 $0
Q3 2022

Oct 19, 2022

SELL
$264.32 - $306.65 $8,986 - $10,426
-34 Reduced 0.34%
9,928 $2.65 Million
Q2 2022

Jul 11, 2022

BUY
$267.52 - $353.1 $32,369 - $42,725
121 Added 1.23%
9,962 $2.72 Million
Q1 2022

Apr 13, 2022

SELL
$300.79 - $359.57 $112,796 - $134,838
-375 Reduced 3.67%
9,841 $3.47 Million
Q4 2021

Jan 14, 2022

BUY
$273.64 - $300.17 $6,293 - $6,903
23 Added 0.23%
10,216 $3.06 Million
Q3 2021

Oct 14, 2021

BUY
$272.66 - $291.28 $28,629 - $30,584
105 Added 1.04%
10,193 $2.78 Million
Q2 2021

Jul 12, 2021

SELL
$258.2 - $292.52 $24,012 - $27,204
-93 Reduced 0.91%
10,088 $2.8 Million
Q1 2021

Apr 12, 2021

BUY
$227.36 - $263.99 $56,840 - $65,997
250 Added 2.52%
10,181 $2.6 Million
Q4 2020

Jan 11, 2021

SELL
$200.7 - $233.92 $5,017 - $5,848
-25 Reduced 0.25%
9,931 $2.3 Million
Q3 2020

Oct 09, 2020

SELL
$177.99 - $221.68 $6,229 - $7,758
-35 Reduced 0.35%
9,956 $2.12 Million
Q2 2020

Jul 08, 2020

BUY
$169.25 - $201.56 $3,554 - $4,232
21 Added 0.21%
9,991 $1.78 Million
Q1 2020

Apr 06, 2020

BUY
$162.13 - $230.2 $66,311 - $94,151
409 Added 4.28%
9,970 $1.82 Million
Q4 2019

Jan 09, 2020

BUY
$203.1 - $227.05 $21,731 - $24,294
107 Added 1.13%
9,561 $2.17 Million
Q3 2019

Oct 15, 2019

SELL
$195.81 - $215.25 $1,958 - $2,152
-10 Reduced 0.11%
9,454 $1.97 Million
Q2 2019

Jul 10, 2019

BUY
$197.42 - $218.6 $76,401 - $84,598
387 Added 4.26%
9,464 $2.04 Million
Q1 2019

Apr 08, 2019

BUY
$191.66 - $209.19 $22,040 - $24,056
115 Added 1.28%
9,077 $1.82 Million
Q4 2018

Jan 17, 2019

BUY
$187.76 - $223.76 $44,311 - $52,807
236 Added 2.7%
8,962 $1.83 Million
Q3 2018

Oct 04, 2018

BUY
$186.02 - $221.68 $9,114 - $10,862
49 Added 0.56%
8,726 $1.87 Million
Q2 2018

Jul 12, 2018

BUY
$184.91 - $201.2 $49,186 - $53,519
266 Added 3.16%
8,677 $1.62 Million
Q1 2018

Apr 11, 2018

BUY
$191.42 - $217.25 $95,710 - $108,625
500 Added 6.32%
8,411 $1.68 Million
Q4 2017

Jan 10, 2018

SELL
$181.06 - $199.56 $33,677 - $37,118
-186 Reduced 2.3%
7,911 $1.57 Million
Q3 2017

Oct 11, 2017

BUY
$173.99 - $183.82 $1.41 Million - $1.49 Million
8,097
8,097 $1.48 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 $598B
More about BRK-B
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