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

Wr Wealth Planners, LLC

$347 Million
Q3 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 3,569 shares of BRK-B stock, worth $1.71 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,569

Previous 3,596 0.75%

Holding current value

$1.71 Million

Previous $1.46 Million 12.31%

% of portfolio

0.47%

Previous 0.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$405.19 - $478.57 $10,940 - $12,921	-27 Reduced 0.75%	3,569 $1.64 Million
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
Q4 2022 Oct 10, 2024	SELL	$264.0 - $318.6 $5,280 - $6,372	-20 Reduced 1.61%	1,219 $377 Million
Q3 2022 Oct 10, 2024	SELL	$264.32 - $306.65 $623,002 - $722,774	-2,357 Reduced 65.55%	1,239 $331 Million
Q2 2022 Oct 17, 2024	BUY	$267.52 - $353.1 $93,632 - $123,585	350 Added 40.28%	1,219 $333 Million
Q1 2022 Oct 17, 2024	SELL	$300.79 - $359.57 $812,133 - $970,839	-2,700 Reduced 75.65%	869 $307 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $623B

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