Up Strategic Wealth Investment Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $112 Billion
  • Q1 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,384 shares of BRK-B stock, worth $671,240. This represents 0.66% of its overall portfolio holdings.

Number of Shares
1,384
Previous 1,096 26.28%
Holding current value
$671,240
Previous $497 Million 48.37%
% of portfolio
0.66%
Previous 0.5%

Shares

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

May 15, 2025
BUY
$442.66 - $534.52 $127,486 - $153,941
288 Added 26.28%
1,384 $737 Million
Q4 2024

Feb 14, 2025
BUY
$442.29 - $483.08 $263,162 - $287,432
595 Added 118.76%
1,096 $497 Million
Q3 2024

Nov 14, 2024
BUY
$405.19 - $478.57 $203,000 - $239,763
501 New
501 $231 Million

Others Institutions Holding BRK-B

# of Institutions
4,962
Shares Held
900M
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 $631B
More about BRK-B
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