Oak Harbor Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Oak Harbor Wealth Partners, LLC

$317 Million
Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,616 shares of BRK-B stock, worth $730,658. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,616

Previous 1,662 2.77%

Holding current value

$730,658

Previous $698,000 5.87%

% of portfolio

0.21%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$396.73 - $420.24 $18,249 - $19,331	-46 Reduced 2.77%	1,616 $657,000
Q1 2024 Apr 23, 2024	BUY	$359.29 - $420.52 $16,527 - $19,343	46 Added 2.85%	1,662 $698,000
Q3 2023 Oct 19, 2023	SELL	$340.9 - $370.48 $272,379 - $296,013	-799 Reduced 33.08%	1,616 $566,000
Q1 2023 Apr 24, 2023	SELL	$293.51 - $320.37 $60,169 - $65,675	-205 Reduced 7.82%	2,415 $745,000
Q2 2022 Jul 25, 2022	BUY	$267.52 - $353.1 $10,165 - $13,417	38 Added 1.47%	2,620 $715,000
Q1 2022 May 11, 2022	BUY	$300.79 - $359.57 $5,414 - $6,472	18 Added 0.7%	2,582 $911,000
Q4 2021 Feb 17, 2022	BUY	$273.64 - $300.17 $701,612 - $769,635	2,564 New	2,564 $767,000

Others Institutions Holding BRK-B

# of Institutions

4,330

Shares Held

852M

Call Options Held

17.1M

Put Options Held

9.32M

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 $588B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Account

Oak Harbor Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History