Balance Wealth, LLC Berkshire Hathaway Inc Class B Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Balance Wealth, LLC holds 1,468 shares of BRK-B stock, worth $747,123. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,468
Previous 1,861 21.12%
Holding current value
$747,123
Previous $936 Million 21.13%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Jan 21, 2026
SELL
$475.68 - $513.11 $186,942 - $201,652
-393 Reduced 21.12%
1,468 $738 Million
Q3 2025

Oct 20, 2025
BUY
$459.11 - $506.91 $573,428 - $633,130
1,249 Added 204.08%
1,861 $936 Million
Q2 2025

Aug 13, 2025
BUY
$483.48 - $539.8 $21,756 - $24,290
45 Added 7.94%
612 $298 Million
Q1 2025

Apr 23, 2025
BUY
$442.66 - $534.52 $250,988 - $303,072
567 New
567 $302 Million

Others Institutions Holding BRK-B

# of Institutions
5,162
Shares Held
882M
Call Options Held
19.6M
Put Options Held
15.2M
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 $662B
More about BRK-B
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