Vance Wealth, Inc. Berkshire Hathaway Inc Class B Transaction History

Vance Wealth, Inc.

$263 Million
Q3 2024

A detailed history of Vance Wealth, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Vance Wealth, Inc. holds 8,443 shares of BRK-B stock, worth $4.02 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

8,443

Previous 8,338 1.26%

Holding current value

$4.02 Million

Previous $3.39 Million 14.57%

% of portfolio

1.48%

Previous 1.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$405.19 - $478.57 $42,544 - $50,249	105 Added 1.26%	8,443 $3.89 Million
Q2 2024 Aug 02, 2024	BUY	$396.73 - $420.24 $13,092 - $13,867	33 Added 0.4%	8,338 $3.39 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $21,557 - $25,231	60 Added 0.73%	8,305 $3.49 Million
Q4 2023 Feb 05, 2024	BUY	$331.71 - $362.68 $1,990 - $2,176	6 Added 0.07%	8,245 $2.94 Million
Q3 2023 Nov 03, 2023	SELL	$340.9 - $370.48 $170,450 - $185,240	-500 Reduced 5.72%	8,239 $2.89 Million
Q1 2023 May 10, 2023	BUY	$293.51 - $320.37 $19,371 - $21,144	66 Added 0.76%	8,739 $2.7 Million
Q3 2022 Oct 31, 2022	BUY	$264.32 - $306.65 $19,824 - $22,998	75 Added 0.87%	8,673 $2.32 Million
Q2 2022 Aug 09, 2022	SELL	$267.52 - $353.1 $6,688 - $8,827	-25 Reduced 0.29%	8,598 $2.35 Million
Q4 2021 Feb 18, 2022	BUY	$273.64 - $300.17 $2.36 Million - $2.59 Million	8,623 New	8,623 $2.58 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

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 $620B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Account