Wealthsource Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealthsource Partners, LLC holds 9,172 shares of BRK-B stock, worth $4.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,172

Previous 9,448 2.92%

Holding current value

$4.3 Million

Previous $3.31 Million 1.15%

% of portfolio

0.22%

Previous 0.23%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	SELL	$331.71 - $362.68 $91,551 - $100,099	-276 Reduced 2.92%	9,172 $3.27 Million
Q3 2023 Nov 09, 2023	SELL	$340.9 - $370.48 $235,902 - $256,372	-692 Reduced 6.82%	9,448 $3.31 Million
Q2 2023 Aug 14, 2023	SELL	$309.07 - $341.0 $429,607 - $473,990	-1,390 Reduced 12.06%	10,140 $3.46 Million
Q1 2023 May 15, 2023	SELL	$293.51 - $320.37 $383,030 - $418,082	-1,305 Reduced 10.17%	11,530 $3.56 Million
Q4 2022 Feb 09, 2023	SELL	$264.0 - $318.6 $244,992 - $295,660	-928 Reduced 6.74%	12,835 $3.96 Million
Q3 2022 Nov 14, 2022	SELL	$264.32 - $306.65 $165,992 - $192,576	-628 Reduced 4.36%	13,763 $3.68 Million
Q2 2022 Aug 10, 2022	SELL	$267.52 - $353.1 $533,702 - $704,434	-1,995 Reduced 12.18%	14,391 $3.93 Million
Q1 2022 May 09, 2022	SELL	$300.79 - $359.57 $52,939 - $63,284	-176 Reduced 1.06%	16,386 $5.78 Million
Q4 2021 Feb 14, 2022	SELL	$273.64 - $300.17 $120,401 - $132,074	-440 Reduced 2.59%	16,562 $4.95 Million
Q3 2021 Nov 18, 2021	BUY	$272.66 - $291.28 $2.46 Million - $2.63 Million	9,018 Added 112.95%	17,002 $4.64 Million
Q2 2021 Nov 18, 2021	SELL	$258.2 - $292.52 $420,866 - $476,807	-1,630 Reduced 16.95%	7,984 $2.22 Million
Q1 2021 Jun 21, 2021	BUY	$227.36 - $263.99 $390,831 - $453,798	1,719 Added 21.77%	9,614 $2.46 Million
Q4 2020 Feb 12, 2021	SELL	$200.7 - $233.92 $205,115 - $239,066	-1,022 Reduced 11.46%	7,895 $1.83 Million
Q3 2020 Nov 16, 2020	BUY	$177.99 - $221.68 $267,696 - $333,406	1,504 Added 20.29%	8,917 $1.9 Million
Q2 2020 Aug 17, 2020	BUY	$169.25 - $201.56 $135,061 - $160,844	798 Added 12.06%	7,413 $1.32 Million
Q1 2020 May 12, 2020	SELL	$162.13 - $230.2 $115,112 - $163,442	-710 Reduced 9.69%	6,615 $1.21 Million
Q4 2019 Feb 12, 2020	SELL	$203.1 - $227.05 $53,009 - $59,260	-261 Reduced 3.44%	7,325 $1.66 Million
Q3 2019 Nov 15, 2019	SELL	$195.81 - $215.25 $6,461 - $7,103	-33 Reduced 0.43%	7,586 $1.58 Million
Q2 2019 Aug 09, 2019	BUY	$197.42 - $218.6 $242,629 - $268,659	1,229 Added 19.23%	7,619 $1.62 Million
Q1 2019 May 16, 2019	BUY	$191.66 - $209.19 $188,976 - $206,261	986 Added 18.25%	6,390 $1.28 Million
Q4 2018 Feb 06, 2019	BUY	$187.76 - $223.76 $104,770 - $124,858	558 Added 11.51%	5,404 $1.1 Million
Q3 2018 Nov 13, 2018	BUY	$186.02 - $221.68 $7,626 - $9,088	41 Added 0.85%	4,846 $1.04 Million
Q2 2018 Aug 14, 2018	BUY	$184.91 - $201.2 $112,055 - $121,927	606 Added 14.43%	4,805 $897,000
Q1 2018 Apr 16, 2018	SELL	$191.42 - $217.25 $330,965 - $375,625	-1,729 Reduced 29.17%	4,199 $838,000
Q1 2018 Apr 16, 2018	BUY	$191.42 - $217.25 $24,310 - $27,590	127 Added 2.19%	5,928 $988,000
Q4 2017 Feb 16, 2018	SELL	$181.06 - $199.56 $41,462 - $45,699	-229 Reduced 3.8%	5,801 $1.15 Million
Q3 2017 Nov 20, 2017	BUY	$173.99 - $183.82 $20,008 - $21,139	115 Added 1.94%	6,030 $1.11 Million
Q2 2017 Aug 16, 2017	BUY	N/A	5,915	5,915 $1 Million

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 $610B

More about BRK-B

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Wealthsource Partners, LLC Berkshire Hathaway Inc Class B Transaction History