A detailed history of Wagner Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 906 shares of BRK-B stock, worth $412,139. This represents 0.15% of its overall portfolio holdings.

Number of Shares
906
Previous 2,561 64.62%
Holding current value
$412,139
Previous $1.04 Million 60.04%
% of portfolio
0.15%
Previous 0.41%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$405.19 - $478.57 $670,589 - $792,033
-1,655 Reduced 64.62%
906 $416,000
Q2 2024

Jul 18, 2024

BUY
$396.73 - $420.24 $94,818 - $100,437
239 Added 10.29%
2,561 $1.04 Million
Q1 2024

Apr 23, 2024

BUY
$359.29 - $420.52 $8,982 - $10,513
25 Added 1.09%
2,322 $976,000
Q4 2023

Jan 19, 2024

SELL
$331.71 - $362.68 $116,430 - $127,300
-351 Reduced 13.26%
2,297 $819,000
Q3 2023

Oct 18, 2023

SELL
$340.9 - $370.48 $16,363 - $17,783
-48 Reduced 1.78%
2,648 $927,000
Q2 2023

Jul 28, 2023

BUY
$309.07 - $341.0 $17,307 - $19,096
56 Added 2.12%
2,696 $919,000
Q1 2023

May 17, 2023

SELL
$293.51 - $320.37 $59,582 - $65,035
-203 Reduced 7.14%
2,640 $815,000
Q3 2022

Nov 14, 2022

SELL
$264.32 - $306.65 $17,709 - $20,545
-67 Reduced 2.3%
2,843 $759,000
Q2 2022

Aug 11, 2022

SELL
$267.52 - $353.1 $73,568 - $97,102
-275 Reduced 8.63%
2,910 $794,000
Q1 2022

May 16, 2022

SELL
$300.79 - $359.57 $373,280 - $446,226
-1,241 Reduced 28.04%
3,185 $1.12 Million
Q4 2021

Feb 15, 2022

BUY
$273.64 - $300.17 $12,040 - $13,207
44 Added 1.0%
4,426 $1.32 Million
Q3 2021

Nov 15, 2021

BUY
$272.66 - $291.28 $9,543 - $10,194
35 Added 0.81%
4,382 $1.26 Million
Q2 2021

Aug 13, 2021

BUY
$258.2 - $292.52 $45,701 - $51,776
177 Added 4.24%
4,347 $1.21 Million
Q1 2021

May 17, 2021

BUY
$227.36 - $263.99 $665,937 - $773,226
2,929 Added 236.02%
4,170 $1.07 Million
Q4 2020

Feb 09, 2021

BUY
$200.7 - $233.92 $97,138 - $113,217
484 Added 63.94%
1,241 $288,000
Q3 2018

Nov 05, 2018

BUY
$186.02 - $221.68 $22,880 - $27,266
123 Added 19.4%
757 $162,000
Q2 2018

Aug 01, 2018

BUY
$184.91 - $201.2 $924 - $1,006
5 Added 0.79%
634 $118,000
Q1 2018

May 10, 2018

BUY
$191.42 - $217.25 $3,636 - $4,127
19 Added 3.11%
629 $125,000
Q4 2017

Feb 22, 2018

BUY
$181.06 - $199.56 $110,446 - $121,731
610
610 $126,000

Others Institutions Holding BRK-B

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 $592B
More about BRK-B
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.