Willow Creek Wealth Management Inc. Berkshire Hathaway Inc Class B Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,500 shares of BRK-B stock, worth $714,855. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,500

Previous 1,214 23.56%

Holding current value

$714,855

Previous $425,000 25.65%

% of portfolio

0.07%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$331.71 - $362.68 $94,869 - $103,726	286 Added 23.56%	1,500 $534,000
Q3 2023 Nov 20, 2023	SELL	$340.9 - $370.48 $133,973 - $145,598	-393 Reduced 24.46%	1,214 $425,000
Q2 2023 Aug 28, 2023	BUY	$309.07 - $341.0 $97,047 - $107,074	314 Added 24.28%	1,607 $547,000
Q1 2023 Apr 24, 2023	SELL	$293.51 - $320.37 $293 - $320	-1 Reduced 0.08%	1,293 $399,000
Q4 2022 Mar 01, 2023	SELL	$264.0 - $318.6 $103,488 - $124,891	-392 Reduced 23.25%	1,294 $400,000
Q3 2022 Oct 31, 2022	BUY	$264.32 - $306.65 $57,357 - $66,543	217 Added 14.77%	1,686 $450,000
Q2 2022 Aug 16, 2022	BUY	$267.52 - $353.1 $91,491 - $120,760	342 Added 30.35%	1,469 $401,000
Q1 2022 May 02, 2022	BUY	$300.79 - $359.57 $9,926 - $11,865	33 Added 3.02%	1,127 $398,000
Q4 2021 Mar 24, 2022	SELL	$273.64 - $300.17 $40,225 - $44,124	-147 Reduced 11.85%	1,094 $327,000
Q2 2021 Nov 16, 2021	BUY	$258.2 - $292.52 $15,233 - $17,258	59 Added 4.99%	1,241 $345,000
Q1 2021 May 17, 2021	SELL	$227.36 - $263.99 $50,246 - $58,341	-221 Reduced 15.75%	1,182 $302,000
Q4 2020 Feb 23, 2021	BUY	$200.7 - $233.92 $44,354 - $51,696	221 Added 18.7%	1,403 $325,000
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $47,879 - $59,631	-269 Reduced 18.54%	1,182 $252,000
Q4 2019 Feb 03, 2020	BUY	$203.1 - $227.05 $2,640 - $2,951	13 Added 0.9%	1,451 $329,000
Q3 2018 Oct 16, 2018	SELL	$186.02 - $221.68 $14,137 - $16,847	-76 Reduced 5.02%	1,438 $308,000
Q2 2018 Jul 17, 2018	BUY	$184.91 - $201.2 $65,273 - $71,023	353 Added 30.4%	1,514 $283,000
Q1 2018 Apr 26, 2018	BUY	$191.42 - $217.25 $222,238 - $252,227	1,161 New	1,161 $232,000

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

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $620B

More about BRK-B

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Willow Creek Wealth Management Inc. Berkshire Hathaway Inc Class B Transaction History