A detailed history of Whelan Financial transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Whelan Financial holds 1,295 shares of BRK-B stock, worth $617,158. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,295
Previous 1,226 5.63%
Holding current value
$617,158
Previous $498,000 19.68%
% of portfolio
0.25%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $620B
More about BRK-B
Track This Portfolio

Track Whelan Financial Portfolio

Follow Whelan Financial 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 Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.