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

Ascent Wealth Partners, LLC

  • $712 Million
  • Q3 2024

A detailed history of Ascent Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 569 shares of BRK-B stock, worth $260,044. This represents 0.04% of its overall portfolio holdings.

Number of Shares
569
Previous 558 1.97%
Holding current value
$260,044
Previous $226,000 15.49%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$405.19 - $478.57 $4,457 - $5,264
11 Added 1.97%
569 $261,000
Q2 2024

Jul 31, 2024
BUY
$396.73 - $420.24 $221,375 - $234,493
558 New
558 $226,000
Q2 2023

Aug 04, 2023
BUY
$309.07 - $341.0 $195,332 - $215,512
632 New
632 $215,000
Q2 2022

Aug 10, 2022
SELL
$267.52 - $353.1 $157,034 - $207,269
-587 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$300.79 - $359.57 $176,563 - $211,067
587 New
587 $207,000

Others Institutions Holding BRK-B

# of Institutions
4,381
Shares Held
839M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $595B
More about BRK-B
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