A detailed history of Wells Trecaso Financial Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 1,849 shares of BRK-B stock, worth $881,177. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,849
Previous 2,099 11.91%
Holding current value
$881,177
Previous $853,000 0.23%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Oct 24, 2024

SELL
$405.19 - $478.57 $101,297 - $119,642
-250 Reduced 11.91%
1,849 $851,000
Q1 2024

Apr 24, 2024

SELL
$359.29 - $420.52 $239,646 - $280,486
-667 Reduced 24.11%
2,099 $882,000
Q3 2023

Oct 23, 2023

BUY
$340.9 - $370.48 $40,908 - $44,457
120 Added 4.54%
2,766 $968,000
Q2 2023

Jul 20, 2023

BUY
$309.07 - $341.0 $26,580 - $29,326
86 Added 3.36%
2,646 $902,000
Q3 2022

Oct 24, 2022

BUY
$264.32 - $306.65 $2,643 - $3,066
10 Added 0.39%
2,560 $684,000
Q1 2022

Apr 14, 2022

BUY
$300.79 - $359.57 $6,015 - $7,191
20 Added 0.79%
2,550 $900,000
Q3 2021

Nov 09, 2021

BUY
$272.66 - $291.28 $13,633 - $14,563
50 Added 2.02%
2,530 $691,000
Q1 2021

Apr 19, 2021

BUY
$227.36 - $263.99 $563,852 - $654,695
2,480 New
2,480 $634,000

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 $620B
More about BRK-B
Track This Portfolio

Track Wells Trecaso Financial Group, LLC Portfolio

Follow Wells Trecaso Financial Group, 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 Wells Trecaso Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wells Trecaso Financial Group, LLC with notifications on news.