Wealth Shield Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,956 shares of BRK-B stock, worth $2.37 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

4,956

Previous 3,967 24.93%

Holding current value

$2.37 Million

Previous $1.61 Million 41.41%

% of portfolio

0.32%

Previous 0.25%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$405.19 - $478.57 $400,732 - $473,305	989 Added 24.93%	4,956 $2.28 Million
Q2 2024 Jul 26, 2024	SELL	$396.73 - $420.24 $163,056 - $172,718	-411 Reduced 9.39%	3,967 $1.61 Million
Q1 2024 Apr 29, 2024	SELL	$359.29 - $420.52 $182,519 - $213,624	-508 Reduced 10.4%	4,378 $1.84 Million
Q4 2023 Jan 23, 2024	SELL	$331.71 - $362.68 $313,134 - $342,369	-944 Reduced 16.19%	4,886 $1.74 Million
Q3 2023 Oct 25, 2023	BUY	$340.9 - $370.48 $38,180 - $41,493	112 Added 1.96%	5,830 $2.04 Million
Q2 2023 Aug 03, 2023	SELL	$309.07 - $341.0 $13,290 - $14,663	-43 Reduced 0.75%	5,718 $1.95 Million
Q1 2023 May 08, 2023	BUY	$293.51 - $320.37 $190,781 - $208,240	650 Added 12.72%	5,761 $1.78 Million
Q4 2022 Feb 13, 2023	SELL	$264.0 - $318.6 $10,296 - $12,425	-39 Reduced 0.76%	5,111 $1.58 Million
Q2 2022 Aug 11, 2022	SELL	$267.52 - $353.1 $8,828 - $11,652	-33 Reduced 0.64%	5,150 $1.41 Million
Q1 2022 May 09, 2022	BUY	$300.79 - $359.57 $20,754 - $24,810	69 Added 1.35%	5,183 $1.83 Million
Q4 2021 Feb 10, 2022	BUY	$273.64 - $300.17 $194,284 - $213,120	710 Added 16.12%	5,114 $1.53 Million
Q3 2021 Nov 12, 2021	SELL	$272.66 - $291.28 $3.41 Million - $3.64 Million	-12,489 Reduced 73.93%	4,404 $1.2 Million
Q2 2021 Aug 06, 2021	BUY	$258.2 - $292.52 $276,532 - $313,288	1,071 Added 6.77%	16,893 $4.7 Million
Q1 2021 May 17, 2021	SELL	$227.36 - $263.99 $177,113 - $205,648	-779 Reduced 4.69%	15,822 $4.04 Million
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $1.3 Million - $1.51 Million	6,470 Added 63.86%	16,601 $3.85 Million
Q3 2020 Oct 30, 2020	BUY	$177.99 - $221.68 $537,707 - $669,695	3,021 Added 42.49%	10,131 $2.16 Million
Q2 2020 Aug 13, 2020	BUY	$169.25 - $201.56 $560,894 - $667,969	3,314 Added 87.3%	7,110 $1.27 Million
Q1 2020 May 12, 2020	SELL	$162.13 - $230.2 $66,797 - $94,842	-412 Reduced 9.79%	3,796 $694,000
Q4 2019 Feb 13, 2020	BUY	$203.1 - $227.05 $40,620 - $45,410	200 Added 4.99%	4,208 $953,000
Q3 2019 Nov 13, 2019	BUY	$195.81 - $215.25 $3,328 - $3,659	17 Added 0.43%	4,008 $834,000
Q2 2019 Aug 12, 2019	SELL	$197.42 - $218.6 $3,356 - $3,716	-17 Reduced 0.42%	3,991 $851,000
Q1 2019 May 14, 2019	BUY	$191.66 - $209.19 $99,088 - $108,151	517 Added 14.81%	4,008 $805,000
Q4 2018 Feb 14, 2019	BUY	$187.76 - $223.76 $3,755 - $4,475	20 Added 0.58%	3,491 $713,000
Q3 2018 Nov 05, 2018	SELL	$186.02 - $221.68 $32,925 - $39,237	-177 Reduced 4.85%	3,471 $743,000
Q2 2018 Aug 02, 2018	SELL	$184.91 - $201.2 $93,379 - $101,606	-505 Reduced 12.16%	3,648 $681,000
Q1 2018 May 11, 2018	BUY	$191.42 - $217.25 $17,036 - $19,335	89 Added 2.19%	4,153 $828,000
Q4 2017 Apr 18, 2018	BUY	$181.06 - $199.56 $735,827 - $811,011	4,064	4,064 $802,000

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $623B

More about BRK-B

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Wealth Shield Partners, LLC Berkshire Hathaway Inc Class B Transaction History