Wr Wealth Planners, LLC Berkshire Hathaway Inc Class B Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,596 shares of BRK-B stock, worth $1.61 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

3,596

Previous 3,731 3.62%

Holding current value

$1.61 Million

Previous $1.57 Million 6.76%

% of portfolio

0.46%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$396.73 - $420.24 $53,558 - $56,732	-135 Reduced 3.62%	3,596 $1.46 Million
Q1 2024 Jul 31, 2024	BUY	$359.29 - $420.52 $8,622 - $10,092	24 Added 0.65%	3,731 $1.57 Million
Q4 2023 Jul 30, 2024	BUY	$331.71 - $362.68 $1.23 Million - $1.34 Million	3,707 New	3,707 $1.32 Million
Q3 2023 Aug 01, 2024	BUY	$340.9 - $370.48 $121,019 - $131,520	355 Added 10.57%	3,714 $1.3 Billion
Q2 2023 Aug 01, 2024	SELL	$309.07 - $341.0 $73,249 - $80,817	-237 Reduced 6.59%	3,359 $1.15 Billion
Q1 2023 Aug 01, 2024	SELL	$293.51 - $320.37 $310,533 - $338,951	-1,058 Reduced 29.42%	2,538 $784 Million

Others Institutions Holding BRK-B

# of Institutions

4,254

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $582B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Berkshire Hathaway Inc Class B Transaction History