Vista Wealth Management Group, LLC Berkshire Hathaway Inc Class B Transaction History

Vista Wealth Management Group, LLC

$1.49 Billion
Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,355 shares of BRK-B stock, worth $3.45 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

7,355

Previous 7,208 2.04%

Holding current value

$3.45 Million

Previous $3.32 Million 0.48%

% of portfolio

0.22%

Previous 0.23%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$442.29 - $483.08 $65,016 - $71,012	147 Added 2.04%	7,355 $3.33 Million
Q3 2024 Nov 06, 2024	SELL	$405.19 - $478.57 $59,968 - $70,828	-148 Reduced 2.01%	7,208 $3.32 Million
Q2 2024 Jul 30, 2024	BUY	$396.73 - $420.24 $142,029 - $150,445	358 Added 5.12%	7,356 $2.99 Million
Q1 2024 Apr 29, 2024	BUY	$359.29 - $420.52 $76,169 - $89,150	212 Added 3.12%	6,998 $2.94 Million
Q4 2023 Feb 12, 2024	BUY	$331.71 - $362.68 $184,762 - $202,012	557 Added 8.94%	6,786 $2.42 Million
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $51,816 - $56,312	152 Added 2.5%	6,229 $2.18 Million
Q2 2023 Aug 02, 2023	SELL	$309.07 - $341.0 $64,595 - $71,269	-209 Reduced 3.32%	6,077 $2.07 Million
Q1 2023 May 04, 2023	BUY	$293.51 - $320.37 $479,595 - $523,484	1,634 Added 35.12%	6,286 $1.94 Million
Q4 2022 Feb 07, 2023	BUY	$264.0 - $318.6 $72,336 - $87,296	274 Added 6.26%	4,652 $1.44 Million
Q3 2022 Oct 25, 2022	BUY	$264.32 - $306.65 $96,476 - $111,927	365 Added 9.1%	4,378 $1.26 Million
Q2 2022 Jul 14, 2022	BUY	$267.52 - $353.1 $89,084 - $117,582	333 Added 9.05%	4,013 $1.11 Million
Q1 2022 May 04, 2022	BUY	$300.79 - $359.57 $90,838 - $108,590	302 Added 8.94%	3,680 $1.3 Million
Q4 2021 Jan 19, 2022	BUY	$273.64 - $300.17 $334,935 - $367,408	1,224 Added 56.82%	3,378 $1.01 Million
Q3 2021 Nov 02, 2021	BUY	$272.66 - $291.28 $33,809 - $36,118	124 Added 6.11%	2,154 $588,000
Q2 2021 Jul 27, 2021	BUY	$258.2 - $292.52 $9,553 - $10,823	37 Added 1.86%	2,030 $564,000
Q1 2021 Apr 26, 2021	BUY	$227.36 - $263.99 $228,724 - $265,573	1,006 Added 101.93%	1,993 $509,000
Q4 2020 Jan 25, 2021	BUY	$200.7 - $233.92 $198,090 - $230,879	987 New	987 $229,000
Q1 2020 May 01, 2020	SELL	$162.13 - $230.2 $398,839 - $566,292	-2,460 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$203.1 - $227.05 $499,626 - $558,543	2,460 New	2,460 $557,000

Others Institutions Holding BRK-B

# of Institutions

4,470

Shares Held

836M

Call Options Held

21.1M

Put Options Held

12.9M

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 $610B

More about BRK-B

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Vista Wealth Management Group, LLC Berkshire Hathaway Inc Class B Transaction History