Wealthspan Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealthspan Partners, LLC holds 3,865 shares of BRK-B stock, worth $1.82 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
3,865
Previous 3,829 0.94%
Holding current value
$1.82 Million
Previous $1.56 Million 14.19%
% of portfolio
0.9%
Previous 0.87%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$405.19 - $478.57 $14,586 - $17,228
36 Added 0.94%
3,865 $1.78 Million
Q2 2024

Jul 19, 2024
BUY
$396.73 - $420.24 $39,673 - $42,024
100 Added 2.68%
3,829 $1.56 Million
Q1 2024

Apr 29, 2024
BUY
$359.29 - $420.52 $10,419 - $12,195
29 Added 0.78%
3,729 $1.57 Million
Q4 2023

Jan 29, 2024
BUY
$331.71 - $362.68 $168,508 - $184,241
508 Added 15.91%
3,700 $1.32 Million
Q3 2023

Nov 01, 2023
BUY
$340.9 - $370.48 $3,749 - $4,075
11 Added 0.35%
3,192 $1.12 Million
Q2 2023

Aug 08, 2023
BUY
$309.07 - $341.0 $199,350 - $219,945
645 Added 25.43%
3,181 $1.08 Million
Q1 2023

Apr 21, 2023
SELL
$293.51 - $320.37 $3,522 - $3,844
-12 Reduced 0.47%
2,536 $783,000
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $12,423 - $14,412
47 Added 1.88%
2,548 $680,000
Q2 2022

Aug 11, 2022
BUY
$267.52 - $353.1 $28,892 - $38,134
108 Added 4.51%
2,501 $683,000
Q1 2022

May 12, 2022
BUY
$300.79 - $359.57 $12,633 - $15,101
42 Added 1.79%
2,393 $845,000
Q4 2021

Feb 15, 2022
BUY
$273.64 - $300.17 $643,327 - $705,699
2,351 New
2,351 $703,000

Others Institutions Holding BRK-B

# of Institutions
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • 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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