A detailed history of Horizon Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 3,823 shares of BRK-B stock, worth $1.75 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,823
Previous 3,754 1.84%
Holding current value
$1.75 Million
Previous $1.53 Million 15.19%
% of portfolio
0.35%
Previous 0.37%

Shares

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

Oct 16, 2024

BUY
$405.19 - $478.57 $27,958 - $33,021
69 Added 1.84%
3,823 $1.76 Million
Q2 2024

Jul 19, 2024

SELL
$396.73 - $420.24 $7,141 - $7,564
-18 Reduced 0.48%
3,754 $1.53 Million
Q1 2024

Apr 18, 2024

BUY
$359.29 - $420.52 $34,132 - $39,949
95 Added 2.58%
3,772 $1.59 Million
Q4 2023

Jan 22, 2024

SELL
$331.71 - $362.68 $10,946 - $11,968
-33 Reduced 0.89%
3,677 $1.31 Million
Q3 2023

Oct 24, 2023

SELL
$340.9 - $370.48 $51,135 - $55,572
-150 Reduced 3.89%
3,710 $1.3 Million
Q2 2023

Jul 31, 2023

BUY
$309.07 - $341.0 $4,326 - $4,774
14 Added 0.36%
3,860 $1.32 Million
Q1 2023

May 11, 2023

BUY
$293.51 - $320.37 $294,390 - $321,331
1,003 Added 35.28%
3,846 $1.19 Million
Q4 2022

Feb 09, 2023

SELL
$264.0 - $318.6 $88,704 - $107,049
-336 Reduced 10.57%
2,843 $878,000
Q3 2022

Nov 18, 2022

SELL
$264.32 - $306.65 $192,953 - $223,854
-730 Reduced 18.67%
3,179 $849,000
Q2 2022

Aug 02, 2022

BUY
$267.52 - $353.1 $355,801 - $469,623
1,330 Added 51.57%
3,909 $1.07 Million
Q4 2021

Feb 14, 2022

BUY
$273.64 - $300.17 $705,717 - $774,138
2,579 New
2,579 $771,000

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 $597B
More about BRK-B
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