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
5,035
Shares Held
924M
Call Options Held
17.2M
Put Options Held
12.7M
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
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & 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 Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email