Wingate Wealth Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 5,614 shares of BRK-B stock, worth $2.79 Million. This represents 3.44% of its overall portfolio holdings.

Number of Shares
5,614
Previous 5,572 0.75%
Holding current value
$2.79 Million
Previous $2.53 Billion 18.38%
% of portfolio
3.44%
Previous 2.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$442.66 - $534.52 $18,591 - $22,449
42 Added 0.75%
5,614 $2.99 Billion
Q4 2024

Jan 28, 2025
BUY
$442.29 - $483.08 $2.46 Million - $2.69 Million
5,572 New
5,572 $2.53 Billion

Others Institutions Holding BRK-B

# of Institutions
4,946
Shares Held
874M
Call Options Held
19.4M
Put Options Held
12.1M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $648B
More about BRK-B
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