Heritage Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Heritage Wealth Partners, LLC

$85 Billion
Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 5,065 shares of BRK-B stock, worth $2.25 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

5,065

Previous 5,349 5.31%

Holding current value

$2.25 Million

Previous $2.18 Billion 7.13%

% of portfolio

2.74%

Previous 3.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$405.19 - $478.57 $115,073 - $135,913	-284 Reduced 5.31%	5,065 $2.33 Billion
Q2 2024 Jul 05, 2024	BUY	$396.73 - $420.24 $87,280 - $92,452	220 Added 4.29%	5,349 $2.18 Billion
Q4 2023 Jan 19, 2024	SELL	$331.71 - $362.68 $8,624 - $9,429	-26 Reduced 0.5%	5,129 $1.83 Billion
Q3 2023 Oct 18, 2023	BUY	$340.9 - $370.48 $330,332 - $358,995	969 Added 23.15%	5,155 $1.81 Billion
Q2 2023 Aug 11, 2023	BUY	$309.07 - $341.0 $1.29 Million - $1.43 Million	4,186 New	4,186 $1.43 Billion
Q4 2022 Feb 10, 2023	BUY	$264.0 - $318.6 $396,000 - $477,900	1,500 New	1,500 $455 Million

Others Institutions Holding BRK-B

# of Institutions

4,333

Shares Held

853M

Call Options Held

17.1M

Put Options Held

9.32M

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 $579B

More about BRK-B

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Heritage Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History