A detailed history of Waypoint Wealth Partners Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 1,238 shares of BRK-B stock, worth $566,347. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,238
Previous 867 42.79%
Holding current value
$566,347
Previous $364,000 38.19%
% of portfolio
0.15%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$396.73 - $420.24 $147,186 - $155,909
371 Added 42.79%
1,238 $503,000
Q1 2024

Apr 24, 2024

SELL
$359.29 - $420.52 $106,349 - $124,473
-296 Reduced 25.45%
867 $364,000
Q4 2023

Feb 09, 2024

BUY
$331.71 - $362.68 $63,024 - $68,909
190 Added 19.53%
1,163 $414,000
Q1 2023

May 01, 2023

SELL
$293.51 - $320.37 $3,228 - $3,524
-11 Reduced 1.12%
973 $300,000
Q3 2022

Oct 26, 2022

SELL
$264.32 - $306.65 $33,568 - $38,944
-127 Reduced 11.43%
984 $263,000
Q2 2022

Aug 05, 2022

BUY
$267.52 - $353.1 $44,408 - $58,614
166 Added 17.57%
1,111 $303,000
Q1 2022

May 09, 2022

SELL
$300.79 - $359.57 $15,039 - $17,978
-50 Reduced 5.03%
945 $333,000
Q4 2021

Feb 09, 2022

SELL
$273.64 - $300.17 $66,220 - $72,641
-242 Reduced 19.56%
995 $298,000
Q2 2021

Aug 06, 2021

SELL
$258.2 - $292.52 $30,984 - $35,102
-120 Reduced 8.84%
1,237 $344,000
Q1 2021

May 10, 2021

BUY
$227.36 - $263.99 $18,870 - $21,911
83 Added 6.51%
1,357 $347,000
Q4 2020

Jan 29, 2021

BUY
$200.7 - $233.92 $255,691 - $298,014
1,274 New
1,274 $295,000

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 $595B
More about BRK-B
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