Wealthpoint, LLC Berkshire Hathaway Inc Class B Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealthpoint, LLC holds 3,845 shares of BRK-B stock, worth $1.82 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

3,845

Previous 3,805 1.05%

Holding current value

$1.82 Million

Previous $1.3 Million 3.78%

% of portfolio

0.54%

Previous 0.48%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$340.9 - $370.48 $13,636 - $14,819	40 Added 1.05%	3,845 $1.35 Million
Q2 2023 Jul 24, 2023	BUY	$309.07 - $341.0 $18,544 - $20,460	60 Added 1.6%	3,805 $1.3 Million
Q1 2023 Apr 20, 2023	SELL	$293.51 - $320.37 $19,078 - $20,824	-65 Reduced 1.71%	3,745 $1.16 Million
Q4 2022 Jan 24, 2023	BUY	$264.0 - $318.6 $166,320 - $200,718	630 Added 19.81%	3,810 $0
Q3 2022 Oct 18, 2022	SELL	$264.32 - $306.65 $36,211 - $42,011	-137 Reduced 4.13%	3,180 $849,000
Q2 2022 Jul 18, 2022	SELL	$267.52 - $353.1 $8,560 - $11,299	-32 Reduced 0.96%	3,317 $906,000
Q1 2022 Apr 27, 2022	SELL	$300.79 - $359.57 $45,419 - $54,295	-151 Reduced 4.31%	3,349 $1.18 Million
Q4 2021 Feb 11, 2022	SELL	$273.64 - $300.17 $14,229 - $15,608	-52 Reduced 1.46%	3,500 $1.05 Million
Q3 2021 Nov 01, 2021	SELL	$272.66 - $291.28 $181,318 - $193,701	-665 Reduced 15.77%	3,552 $969,000
Q2 2021 Jul 26, 2021	BUY	$258.2 - $292.52 $107,927 - $122,273	418 Added 11.0%	4,217 $1.17 Million
Q1 2021 Apr 27, 2021	BUY	$227.36 - $263.99 $194,847 - $226,239	857 Added 29.13%	3,799 $971,000
Q4 2020 Feb 08, 2021	BUY	$200.7 - $233.92 $8,830 - $10,292	44 Added 1.52%	2,942 $682,000
Q3 2020 Nov 09, 2020	SELL	$177.99 - $221.68 $2,669 - $3,325	-15 Reduced 0.51%	2,898 $617,000
Q2 2020 Aug 06, 2020	BUY	$169.25 - $201.56 $60,422 - $71,956	357 Added 13.97%	2,913 $520,000
Q1 2020 Apr 16, 2020	BUY	$162.13 - $230.2 $4,863 - $6,906	30 Added 1.19%	2,556 $467,000
Q2 2019 Aug 08, 2019	BUY	$197.42 - $218.6 $35,535 - $39,348	180 Added 7.67%	2,526 $538,000
Q1 2019 May 16, 2019	SELL	$191.66 - $209.19 $49,831 - $54,389	-260 Reduced 9.98%	2,346 $471,000
Q4 2018 Feb 15, 2019	BUY	$187.76 - $223.76 $489,302 - $583,118	2,606 New	2,606 $532,000

Others Institutions Holding BRK-B

# of Institutions

4,551

Shares Held

841M

Call Options Held

21.1M

Put Options Held

12.9M

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 $614B

More about BRK-B

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