A detailed history of Black Diamond Wealth Management Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 3,329 shares of BRK-B stock, worth $1.5 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
3,329
Previous 2,964 12.31%
Holding current value
$1.5 Million
Previous $1.25 Million 8.67%
% of portfolio
1.0%
Previous 1.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$396.73 - $420.24 $144,806 - $153,387
365 Added 12.31%
3,329 $1.35 Million
Q1 2024

May 13, 2024

SELL
$359.29 - $420.52 $15,449 - $18,082
-43 Reduced 1.43%
2,964 $1.25 Million
Q4 2023

Feb 09, 2024

BUY
$331.71 - $362.68 $136,996 - $149,786
413 Added 15.92%
3,007 $1.07 Million
Q3 2023

Nov 01, 2023

BUY
$340.9 - $370.48 $12,613 - $13,707
37 Added 1.45%
2,594 $908,000
Q2 2023

Jul 31, 2023

BUY
$309.07 - $341.0 $80,667 - $89,001
261 Added 11.37%
2,557 $871,000
Q1 2023

May 02, 2023

SELL
$293.51 - $320.37 $5,870 - $6,407
-20 Reduced 0.86%
2,296 $708,000
Q4 2022

Jan 17, 2023

BUY
$264.0 - $318.6 $40,920 - $49,383
155 Added 7.17%
2,316 $0
Q3 2022

Oct 26, 2022

SELL
$264.32 - $306.65 $4,229 - $4,906
-16 Reduced 0.73%
2,161 $625,000
Q2 2022

Jul 22, 2022

BUY
$267.52 - $353.1 $44,140 - $58,261
165 Added 8.2%
2,177 $623,000
Q1 2022

May 04, 2022

SELL
$300.79 - $359.57 $5,414 - $6,472
-18 Reduced 0.89%
2,012 $710,000
Q4 2021

Feb 08, 2022

BUY
$273.64 - $300.17 $555,489 - $609,345
2,030 New
2,030 $607,000

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 $587B
More about BRK-B
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