A detailed history of Ml & R Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 630 shares of BRK-B stock, worth $278,875. This represents 0.06% of its overall portfolio holdings.

Number of Shares
630
Previous 1,880 66.49%
Holding current value
$278,875
Previous $670,000 60.6%
% of portfolio
0.06%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$359.29 - $420.52 $449,112 - $525,650
-1,250 Reduced 66.49%
630 $264,000
Q4 2023

Feb 09, 2024

BUY
$331.71 - $362.68 $2,321 - $2,538
7 Added 0.37%
1,880 $670,000
Q3 2023

Nov 02, 2023

SELL
$340.9 - $370.48 $6.13 Million - $6.66 Million
-17,972 Reduced 90.56%
1,873 $656,000
Q2 2023

Aug 08, 2023

BUY
$309.07 - $341.0 $5.88 Million - $6.49 Million
19,025 Added 2320.12%
19,845 $6.77 Million
Q1 2023

May 05, 2023

SELL
$293.51 - $320.37 $35,514 - $38,764
-121 Reduced 12.86%
820 $253,000
Q4 2022

Feb 06, 2023

BUY
$264.0 - $318.6 $6,336 - $7,646
24 Added 2.62%
941 $290,000
Q3 2022

Oct 26, 2022

SELL
$264.32 - $306.65 $3,964 - $4,599
-15 Reduced 1.61%
917 $245,000
Q2 2022

Jul 25, 2022

BUY
$267.52 - $353.1 $1,605 - $2,118
6 Added 0.65%
932 $254,000
Q1 2022

Apr 18, 2022

BUY
$300.79 - $359.57 $20,754 - $24,810
69 Added 8.05%
926 $327,000
Q4 2021

Feb 02, 2022

BUY
$273.64 - $300.17 $234,509 - $257,245
857 New
857 $256,000

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 $576B
More about BRK-B
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