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 13,857 shares of BRK-B stock, worth $6.88 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares
13,857
Previous 12,029 15.2%
Holding current value
$6.88 Million
Previous $5.84 Billion 19.22%
% of portfolio
4.83%
Previous 5.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$459.11 - $506.91 $839,253 - $926,631
1,828 Added 15.2%
13,857 $6.97 Billion
Q2 2025

Jul 29, 2025

BUY
$483.48 - $539.8 $3.1 Million - $3.46 Million
6,415 Added 114.27%
12,029 $5.84 Billion
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

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 $646B
More about BRK-B
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