Willow Creek Wealth Management Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,500 shares of BRKB stock, worth $0. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,214 23.56%
Holding current value
$0
Previous $425,000 25.65%
% of portfolio
0.07%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024
BUY
N/A
286 Added 23.56%
1,500 $534,000
Q3 2023

Nov 20, 2023
SELL
N/A
-393 Reduced 24.46%
1,214 $425,000
Q2 2023

Aug 28, 2023
BUY
N/A
314 Added 24.28%
1,607 $547,000
Q1 2023

Apr 24, 2023
SELL
N/A
-1 Reduced 0.08%
1,293 $399,000
Q4 2022

Mar 01, 2023
SELL
N/A
-392 Reduced 23.25%
1,294 $400,000
Q3 2022

Oct 31, 2022
BUY
N/A
217 Added 14.77%
1,686 $450,000
Q2 2022

Aug 16, 2022
BUY
N/A
342 Added 30.35%
1,469 $401,000
Q1 2022

May 02, 2022
BUY
N/A
33 Added 3.02%
1,127 $398,000
Q4 2021

Mar 24, 2022
SELL
N/A
-147 Reduced 11.85%
1,094 $327,000
Q2 2021

Nov 16, 2021
BUY
N/A
59 Added 4.99%
1,241 $345,000
Q1 2021

May 17, 2021
SELL
N/A
-221 Reduced 15.75%
1,182 $302,000
Q4 2020

Feb 23, 2021
BUY
N/A
221 Added 18.7%
1,403 $325,000
Q3 2020

Nov 12, 2020
SELL
N/A
-269 Reduced 18.54%
1,182 $252,000
Q4 2019

Feb 03, 2020
BUY
N/A
13 Added 0.9%
1,451 $329,000
Q3 2018

Oct 16, 2018
SELL
N/A
-76 Reduced 5.02%
1,438 $308,000
Q2 2018

Jul 17, 2018
BUY
N/A
353 Added 30.4%
1,514 $283,000
Q1 2018

Apr 26, 2018
BUY
N/A
1,161 New
1,161 $232,000

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. 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 Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email