Wealth Enhancement & Preservation Of Ga, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 876 shares of BRK-B stock, worth $411,965. This represents 0.29% of its overall portfolio holdings.

Number of Shares

876

Previous 764 14.66%

Holding current value

$411,965

Previous $235,000 26.81%

% of portfolio

0.29%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 18, 2023	BUY	$309.07 - $341.0 $34,615 - $38,192	112 Added 14.66%	876 $298,000
Q4 2022 Feb 09, 2023	BUY	$264.0 - $318.6 $528 - $637	2 Added 0.26%	764 $235,000
Q2 2022 Sep 22, 2022	SELL	$267.52 - $353.1 $1,337 - $1,765	-5 Reduced 0.65%	762 $209,000
Q1 2022 May 06, 2022	BUY	$300.79 - $359.57 $1,503 - $1,797	5 Added 0.66%	767 $271,000
Q2 2021 Jul 22, 2021	BUY	$258.2 - $292.52 $196,748 - $222,900	762 New	762 $212,000
Q1 2020 Apr 27, 2020	SELL	$162.13 - $230.2 $170,885 - $242,630	-1,054 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$203.1 - $227.05 $214,067 - $239,310	1,054 New	1,054 $239,000

Others Institutions Holding BRK-B

# of Institutions

4,377

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 $612B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account

Wealth Enhancement & Preservation Of Ga, LLC Berkshire Hathaway Inc Class B Transaction History