A detailed history of Whelan Financial transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Whelan Financial holds 3,540 shares of BRK-B stock, worth $1.69 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
3,540
Previous 2,858 23.86%
Holding current value
$1.69 Million
Previous $1.52 Million 12.94%
% of portfolio
0.62%
Previous 0.59%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

BUY
$483.48 - $539.8 $329,733 - $368,143
682 Added 23.86%
3,540 $1.72 Million
Q1 2025

Apr 29, 2025

BUY
$442.66 - $534.52 $544,914 - $657,994
1,231 Added 75.66%
2,858 $1.52 Million
Q4 2024

Feb 13, 2025

BUY
$442.29 - $483.08 $146,840 - $160,382
332 Added 25.64%
1,627 $737,000
Q3 2024

Oct 28, 2024

BUY
$405.19 - $478.57 $27,958 - $33,021
69 Added 5.63%
1,295 $596,000
Q2 2024

Jul 29, 2024

BUY
$396.73 - $420.24 $13,885 - $14,708
35 Added 2.94%
1,226 $498,000
Q1 2024

Apr 19, 2024

BUY
$359.29 - $420.52 $427,914 - $500,839
1,191 New
1,191 $500,000

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 $621B
More about BRK-B
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