A detailed history of Wealth Preservation Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 828 shares of BRK-B stock, worth $421,402. This represents 0.24% of its overall portfolio holdings.

Number of Shares
828
Previous 761 8.8%
Holding current value
$421,402
Previous $370 Million 12.61%
% of portfolio
0.24%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$459.11 - $506.91 $30,760 - $33,962
67 Added 8.8%
828 $416 Million
Q1 2025

May 14, 2025

BUY
$442.66 - $534.52 $336,864 - $406,769
761 New
761 $405 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 $662B
More about BRK-B
Track This Portfolio

Track Wealth Preservation Advisors, LLC Portfolio

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

News

Stay updated on Wealth Preservation Advisors, LLC with notifications on news.