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

True Wealth Design, LLC

$405 Billion
Q2 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 214 shares of BRK-B stock, worth $98,861. This represents 0.02% of its overall portfolio holdings.

Number of Shares

214

Previous 214 -0.0%

Holding current value

$98,861

Previous $90 Million 3.26%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,262

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $601B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Account

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