Wealth Forward, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Forward, LLC

  • $143 Billion
  • Q3 2024

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 2,493 shares of BRK-B stock, worth $1.13 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
2,493
Previous 2,647 5.82%
Holding current value
$1.13 Million
Previous $1.08 Billion 6.56%
% of portfolio
0.8%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,381
Shares Held
839M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $590B
More about BRK-B
Track This Portfolio

Track Wealth Forward, LLC Portfolio

Follow Wealth Forward, LLC 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 Forward, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Forward, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email