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 2,647 shares of BRK-B stock, worth $1.22 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
2,647
Previous 2,492 6.22%
Holding current value
$1.22 Million
Previous $1.05 Billion 2.75%
% of portfolio
0.84%
Previous 0.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $598B
More about BRK-B
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