Wealth Forward, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Forward, LLC

$172 Billion
Q3 2025

A detailed history of Wealth Forward, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Forward, LLC holds 2,390 shares of BRK-B stock, worth $1.22 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

2,390

Previous 2,528 5.46%

Holding current value

$1.22 Million

Previous $1.23 Billion 2.16%

% of portfolio

0.7%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$459.11 - $506.91 $63,357 - $69,953	-138 Reduced 5.46%	2,390 $1.2 Billion
Q2 2025 Aug 07, 2025	SELL	$483.48 - $539.8 $56,567 - $63,156	-117 Reduced 4.42%	2,528 $1.23 Billion
Q4 2024 Jan 22, 2025	BUY	$442.29 - $483.08 $67,228 - $73,428	152 Added 6.1%	2,645 $1.2 Billion
Q3 2024 Oct 28, 2024	SELL	$405.19 - $478.57 $62,399 - $73,699	-154 Reduced 5.82%	2,493 $1.15 Billion
Q2 2024 Jul 19, 2024	BUY	$396.73 - $420.24 $61,493 - $65,137	155 Added 6.22%	2,647 $1.08 Billion

Q1 2024 May 07, 2024	BUY	$359.29 - $420.52 $111,020 - $129,940	309 Added 14.15%	2,492 $1.05 Billion
Q4 2023 Feb 21, 2024	BUY	$331.71 - $362.68 $724,122 - $791,730	2,183 New	2,183 $779 Million

Others Institutions Holding BRK-B

# of Institutions

5,129

Shares Held

882M

Call Options Held

19.9M

Put Options Held

15.3M

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 $662B

More about BRK-B

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Wealth Forward, LLC Berkshire Hathaway Inc Class B Transaction History