True Wealth Design, LLC Berkshire Hathaway Inc Class B Transaction History

True Wealth Design, LLC

$258 Billion
Q4 2024

A detailed history of True Wealth Design, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, True Wealth Design, LLC holds 250 shares of BRK-B stock, worth $130,477. This represents 0.04% of its overall portfolio holdings.

Number of Shares

250

Previous 234 6.84%

Holding current value

$130,477

Previous $108 Million 5.17%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$442.29 - $483.08 $7,076 - $7,729	16 Added 6.84%	250 $113 Million
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $8,103 - $9,571	20 Added 9.35%	234 $108 Million
Q1 2024 May 14, 2024	SELL	$359.29 - $420.52 $6,826 - $7,989	-19 Reduced 8.15%	214 $90 Million
Q4 2023 Feb 14, 2024	SELL	$331.71 - $362.68 $3,648 - $3,989	-11 Reduced 4.51%	233 $83.1 Million
Q3 2023 Nov 13, 2023	SELL	$340.9 - $370.48 $3,749 - $4,075	-11 Reduced 4.31%	244 $85.5 Million
Q2 2023 Aug 14, 2023	SELL	$309.07 - $341.0 $15,762 - $17,391	-51 Reduced 16.67%	255 $87 Million
Q1 2023 May 12, 2023	BUY	$293.51 - $320.37 $17,904 - $19,542	61 Added 24.9%	306 $94.5 Million
Q4 2022 Feb 15, 2023	BUY	$264.0 - $318.6 $64,680 - $78,057	245 New	245 $75.7 Million

Others Institutions Holding BRK-B

# of Institutions

4,808

Shares Held

865M

Call Options Held

21.4M

Put Options Held

13M

View Full List

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 $679B

More about BRK-B

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True Wealth Design, LLC Berkshire Hathaway Inc Class B Transaction History