A detailed history of National Wealth Management Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, National Wealth Management Group, LLC holds 8,200 shares of BRK-B stock, worth $3.73 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
8,200
Previous 7,022 16.78%
Holding current value
$3.73 Million
Previous $2.95 Billion 12.97%
% of portfolio
2.54%
Previous 2.3%

Shares

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

Aug 09, 2024

BUY
$396.73 - $420.24 $467,347 - $495,042
1,178 Added 16.78%
8,200 $3.34 Billion
Q1 2024

May 17, 2024

BUY
$359.29 - $420.52 $53,534 - $62,657
149 Added 2.17%
7,022 $2.95 Billion
Q4 2023

Feb 01, 2024

BUY
$331.71 - $362.68 $60,371 - $66,007
182 Added 2.72%
6,873 $2.45 Billion
Q3 2023

Nov 13, 2023

BUY
$340.9 - $370.48 $53,521 - $58,165
157 Added 2.4%
6,691 $2.34 Billion
Q2 2023

Aug 09, 2023

BUY
$309.07 - $341.0 $769,584 - $849,090
2,490 Added 61.57%
6,534 $2.38 Billion
Q1 2023

May 15, 2023

BUY
$293.51 - $320.37 $1.19 Million - $1.3 Million
4,044 New
4,044 $1.3 Billion
Q4 2022

Nov 17, 2023

SELL
$264.0 - $318.6 $136,752 - $165,034
-518 Reduced 10.67%
4,338 $1.34 Billion
Q3 2022

Nov 17, 2023

SELL
$264.32 - $306.65 $485,027 - $562,702
-1,835 Reduced 27.42%
4,856 $1.3 Billion
Q2 2022

Nov 17, 2023

BUY
$267.52 - $353.1 $48,153 - $63,558
180 Added 3.6%
5,184 $1.42 Billion
Q1 2022

Nov 17, 2023

SELL
$300.79 - $359.57 $4,812 - $5,753
-16 Reduced 0.32%
5,004 $1.77 Billion
Q4 2021

Nov 17, 2023

SELL
$273.64 - $300.17 $457,252 - $501,584
-1,671 Reduced 24.97%
5,020 $1.5 Billion

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 $592B
More about BRK-B
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