Walled Lake Planning & Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 1,095 shares of BRK-B stock, worth $522,457. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,095
Previous 1,095 -0.0%
Holding current value
$522,457
Previous $583,000 8.92%
% of portfolio
0.21%
Previous 0.23%

Shares

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

May 07, 2025
BUY
$442.66 - $534.52 $87,646 - $105,834
198 Added 22.07%
1,095 $583,000
Q4 2024

Feb 12, 2025
BUY
$442.29 - $483.08 $5,749 - $6,280
13 Added 1.47%
897 $406,000
Q2 2023

Aug 11, 2023
SELL
$309.07 - $341.0 $9,272 - $10,230
-30 Reduced 3.28%
884 $301,000
Q1 2023

May 12, 2023
BUY
$293.51 - $320.37 $268,268 - $292,818
914 New
914 $282,000
Q1 2022

May 13, 2022
BUY
$300.79 - $359.57 $45,118 - $53,935
150 Added 19.63%
914 $323,000
Q3 2021

Nov 15, 2021
SELL
$272.66 - $291.28 $13,633 - $14,563
-50 Reduced 6.14%
764 $209,000
Q2 2020

Aug 18, 2020
SELL
$169.25 - $201.56 $846 - $1,007
-5 Reduced 0.61%
814 $145,000
Q1 2020

May 15, 2020
BUY
$162.13 - $230.2 $810 - $1,151
5 Added 0.61%
819 $150,000
Q4 2019

May 15, 2020
BUY
$203.1 - $227.05 $165,323 - $184,818
814 New
814 $184,000

Others Institutions Holding BRK-B

# of Institutions
5,038
Shares Held
924M
Call Options Held
17.4M
Put Options Held
13.1M
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 $621B
More about BRK-B
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