Wealth Dimensions Group, Ltd. Berkshire Hathaway Inc Class B Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 1,879 shares of BRK-B stock, worth $895,475. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,879

Previous 1,895 0.84%

Holding current value

$895,475

Previous $770,000 12.21%

% of portfolio

0.22%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$405.19 - $478.57 $6,483 - $7,657	-16 Reduced 0.84%	1,879 $864,000
Q2 2024 Aug 09, 2024	SELL	$396.73 - $420.24 $55,938 - $59,253	-141 Reduced 6.93%	1,895 $770,000
Q1 2024 May 09, 2024	SELL	$359.29 - $420.52 $62,875 - $73,591	-175 Reduced 7.91%	2,036 $856,000
Q4 2023 Feb 09, 2024	SELL	$331.71 - $362.68 $72,312 - $79,064	-218 Reduced 8.97%	2,211 $788,000
Q2 2023 Aug 14, 2023	BUY	$309.07 - $341.0 $132,281 - $145,948	428 Added 21.39%	2,429 $828,000
Q1 2023 May 09, 2023	SELL	$293.51 - $320.37 $256,821 - $280,323	-875 Reduced 30.42%	2,001 $617,000
Q4 2022 Feb 10, 2023	SELL	$264.0 - $318.6 $62,568 - $75,508	-237 Reduced 7.61%	2,876 $888,000
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $13,216 - $15,332	50 Added 1.63%	3,113 $831,000
Q2 2022 Aug 05, 2022	BUY	$267.52 - $353.1 $11,770 - $15,536	44 Added 1.46%	3,063 $836,000
Q1 2022 May 04, 2022	BUY	$300.79 - $359.57 $5,715 - $6,831	19 Added 0.63%	3,019 $1.07 Million
Q4 2021 Feb 04, 2022	SELL	$273.64 - $300.17 $42,687 - $46,826	-156 Reduced 4.94%	3,000 $897,000
Q3 2021 Nov 03, 2021	BUY	$272.66 - $291.28 $189,226 - $202,148	694 Added 28.19%	3,156 $861,000
Q2 2021 Aug 12, 2021	BUY	$258.2 - $292.52 $58,611 - $66,402	227 Added 10.16%	2,462 $684,000
Q1 2021 May 13, 2021	BUY	$227.36 - $263.99 $8,867 - $10,295	39 Added 1.78%	2,235 $571,000
Q4 2020 Feb 17, 2021	BUY	$200.7 - $233.92 $440,737 - $513,688	2,196 New	2,196 $509,000

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $620B

More about BRK-B

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Wealth Dimensions Group, Ltd. Berkshire Hathaway Inc Class B Transaction History