A detailed history of Adg Wealth Management Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 755 shares of BRK-B stock, worth $384,249. This represents 0.29% of its overall portfolio holdings.

Number of Shares
755
Previous 671 12.52%
Holding current value
$384,249
Previous $337 Million 12.5%
% of portfolio
0.29%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026

BUY
$475.68 - $513.11 $39,957 - $43,101
84 Added 12.52%
755 $380 Million
Q3 2025

Oct 14, 2025

BUY
$459.11 - $506.91 $44,074 - $48,663
96 Added 16.7%
671 $337 Million
Q2 2025

Aug 05, 2025

BUY
$483.48 - $539.8 $36,261 - $40,485
75 Added 15.0%
575 $279 Million
Q4 2024

Feb 05, 2025

BUY
$442.29 - $483.08 $221,145 - $241,540
500 New
500 $227 Million

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 $662B
More about BRK-B
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