Wealth Dimensions Group, Ltd. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 1,879 shares of BRKB stock, worth $0. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,879
Previous 1,895 0.84%
Holding current value
$0
Previous $770,000 12.21%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Nov 12, 2024
SELL
N/A
-16 Reduced 0.84%
1,879 $864,000
Q2 2024

Aug 09, 2024
SELL
N/A
-141 Reduced 6.93%
1,895 $770,000
Q1 2024

May 09, 2024
SELL
N/A
-175 Reduced 7.91%
2,036 $856,000
Q4 2023

Feb 09, 2024
SELL
N/A
-218 Reduced 8.97%
2,211 $788,000
Q2 2023

Aug 14, 2023
BUY
N/A
428 Added 21.39%
2,429 $828,000
Q1 2023

May 09, 2023
SELL
N/A
-875 Reduced 30.42%
2,001 $617,000
Q4 2022

Feb 10, 2023
SELL
N/A
-237 Reduced 7.61%
2,876 $888,000
Q3 2022

Nov 10, 2022
BUY
N/A
50 Added 1.63%
3,113 $831,000
Q2 2022

Aug 05, 2022
BUY
N/A
44 Added 1.46%
3,063 $836,000
Q1 2022

May 04, 2022
BUY
N/A
19 Added 0.63%
3,019 $1.07 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-156 Reduced 4.94%
3,000 $897,000
Q3 2021

Nov 03, 2021
BUY
N/A
694 Added 28.19%
3,156 $861,000
Q2 2021

Aug 12, 2021
BUY
N/A
227 Added 10.16%
2,462 $684,000
Q1 2021

May 13, 2021
BUY
N/A
39 Added 1.78%
2,235 $571,000
Q4 2020

Feb 17, 2021
BUY
N/A
2,196 New
2,196 $509,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Wealth Dimensions Group, Ltd. Portfolio

Follow Wealth Dimensions Group, Ltd. 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 Wealth Dimensions Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Dimensions Group, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email