Ullmann Wealth Partners Group, LLC Berkshire Hathaway Inc Class B Transaction History

Ullmann Wealth Partners Group, LLC

$672 Million
Q1 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 2,683 shares of BRK-B stock, worth $1.09 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,683

Previous 2,596 3.35%

Holding current value

$1.09 Million

Previous $925,000 21.95%

% of portfolio

0.17%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$359.29 - $420.52 $31,258 - $36,585	87 Added 3.35%	2,683 $1.13 Million
Q4 2023 Jan 11, 2024	BUY	$331.71 - $362.68 $50,751 - $55,490	153 Added 6.26%	2,596 $925,000
Q3 2023 Oct 13, 2023	BUY	$340.9 - $370.48 $376,694 - $409,380	1,105 Added 82.59%	2,443 $855,000
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $21,634 - $23,870	70 Added 5.52%	1,338 $456,000
Q1 2023 Apr 11, 2023	BUY	$293.51 - $320.37 $20,545 - $22,425	70 Added 5.84%	1,268 $391,000

Q3 2022 Oct 12, 2022	SELL	$264.32 - $306.65 $169,693 - $196,869	-642 Reduced 34.89%	1,198 $320,000
Q4 2021 Jan 26, 2022	BUY	$273.64 - $300.17 $47,887 - $52,529	175 Added 10.51%	1,840 $550,000
Q3 2021 Oct 19, 2021	BUY	$272.66 - $291.28 $13,087 - $13,981	48 Added 2.97%	1,665 $454,000
Q2 2021 Jul 09, 2021	BUY	$258.2 - $292.52 $77,460 - $87,756	300 Added 22.78%	1,617 $449,000
Q1 2021 Apr 14, 2021	SELL	$227.36 - $263.99 $73,664 - $85,532	-324 Reduced 19.74%	1,317 $336,000
Q4 2020 Jan 15, 2021	BUY	$200.7 - $233.92 $95,131 - $110,878	474 Added 40.62%	1,641 $380,000
Q3 2020 Oct 19, 2020	BUY	$177.99 - $221.68 $207,714 - $258,700	1,167 New	1,167 $249,000

Others Institutions Holding BRK-B

# of Institutions

4,163

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $530B

More about BRK-B

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Ullmann Wealth Partners Group, LLC Berkshire Hathaway Inc Class B Transaction History