Fortress Wealth Group, LLC Berkshire Hathaway Inc Class B Transaction History

Fortress Wealth Group, LLC

$191 Million
Q3 2024

A detailed history of Fortress Wealth Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 5,006 shares of BRK-B stock, worth $2.3 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

5,006

Previous 5,508 9.11%

Holding current value

$2.3 Million

Previous $2.24 Million 2.86%

% of portfolio

1.2%

Previous 1.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$405.19 - $478.57 $203,405 - $240,242	-502 Reduced 9.11%	5,006 $2.3 Million
Q2 2024 Jul 31, 2024	BUY	$396.73 - $420.24 $160,278 - $169,776	404 Added 7.92%	5,508 $2.24 Million
Q1 2024 May 13, 2024	BUY	$359.29 - $420.52 $222,400 - $260,301	619 Added 13.8%	5,104 $2.15 Million
Q4 2023 Jan 12, 2024	BUY	$331.71 - $362.68 $119,747 - $130,927	361 Added 8.75%	4,485 $1.6 Million
Q3 2023 Oct 12, 2023	BUY	$340.9 - $370.48 $40,226 - $43,716	118 Added 2.95%	4,124 $1.44 Million
Q2 2023 Aug 10, 2023	BUY	$309.07 - $341.0 $33,997 - $37,510	110 Added 2.82%	4,006 $1.37 Million
Q1 2023 May 12, 2023	SELL	$293.51 - $320.37 $118,871 - $129,749	-405 Reduced 9.42%	3,896 $1.2 Million
Q4 2022 Feb 07, 2023	SELL	$264.0 - $318.6 $74,712 - $90,163	-283 Reduced 6.17%	4,301 $1.33 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $13,480 - $15,639	51 Added 1.13%	4,584 $1.22 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $397,802 - $525,059	1,487 Added 48.82%	4,533 $1.24 Million
Q1 2022 May 16, 2022	SELL	$300.79 - $359.57 $113,397 - $135,557	-377 Reduced 11.01%	3,046 $1.08 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $62,389 - $68,438	228 Added 7.14%	3,423 $1.1 Million
Q3 2021 Nov 04, 2021	BUY	$272.66 - $291.28 $76,344 - $81,558	280 Added 9.61%	3,195 $872,000
Q2 2021 Aug 13, 2021	BUY	$258.2 - $292.52 $752,653 - $852,695	2,915 New	2,915 $810,000

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

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $597B

More about BRK-B

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Fortress Wealth Group, LLC Berkshire Hathaway Inc Class B Transaction History