A detailed history of Wmg Financial Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 2,600 shares of BRK-B stock, worth $1.19 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
2,600
Previous 2,374 9.52%
Holding current value
$1.19 Million
Previous $998,000 5.91%
% of portfolio
0.59%
Previous 0.59%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$396.73 - $420.24 $89,660 - $94,974
226 Added 9.52%
2,600 $1.06 Million
Q1 2024

May 07, 2024

BUY
$359.29 - $420.52 $61,797 - $72,329
172 Added 7.81%
2,374 $998,000
Q4 2023

Feb 08, 2024

SELL
$331.71 - $362.68 $1,326 - $1,450
-4 Reduced 0.18%
2,202 $785,000
Q2 2023

Aug 03, 2023

BUY
$309.07 - $341.0 $188,532 - $208,010
610 Added 38.22%
2,206 $752,000
Q1 2023

Apr 18, 2023

SELL
$293.51 - $320.37 $208,685 - $227,783
-711 Reduced 30.82%
1,596 $492,000
Q4 2022

Feb 10, 2023

SELL
$264.0 - $318.6 $26,136 - $31,541
-99 Reduced 4.11%
2,307 $712,000
Q3 2022

Oct 18, 2022

BUY
$264.32 - $306.65 $23,788 - $27,598
90 Added 3.89%
2,406 $644,000
Q2 2022

Aug 08, 2022

BUY
$267.52 - $353.1 $196,627 - $259,528
735 Added 46.49%
2,316 $631,000
Q1 2022

Apr 18, 2022

BUY
$300.79 - $359.57 $70,685 - $84,498
235 Added 17.46%
1,581 $558,000
Q4 2021

Feb 14, 2022

BUY
$273.64 - $300.17 $368,319 - $404,028
1,346 New
1,346 $402,000

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 $595B
More about BRK-B
Track This Portfolio

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.