Old North State Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Old North State Wealth Management, LLC

$178 Billion
Q4 2024

A detailed history of Old North State Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 25,301 shares of BRK-B stock, worth $13.2 Million. This represents 6.45% of its overall portfolio holdings.

Number of Shares

25,301

Previous 25,119 0.72%

Holding current value

$13.2 Million

Previous $11.6 Billion 0.8%

% of portfolio

6.45%

Previous 6.48%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$442.29 - $483.08 $80,496 - $87,920	182 Added 0.72%	25,301 $11.5 Billion
Q3 2024 Oct 29, 2024	BUY	$405.19 - $478.57 $802,276 - $947,568	1,980 Added 8.56%	25,119 $11.6 Billion
Q2 2024 Oct 29, 2024	SELL	$396.73 - $420.24 $3.92 Million - $4.15 Million	-9,879 Reduced 29.92%	23,139 $9.41 Billion
Q1 2024 Oct 29, 2024	BUY	$359.29 - $420.52 $246,832 - $288,897	687 Added 2.12%	33,018 $13.9 Billion
Q4 2023 Oct 28, 2024	BUY	$331.71 - $362.68 $885,333 - $967,992	2,669 Added 9.0%	32,331 $11.5 Billion
Q3 2023 Oct 28, 2024	BUY	$340.9 - $370.48 $697,140 - $757,631	2,045 Added 7.4%	29,662 $10.4 Billion
Q2 2023 Oct 28, 2024	BUY	$309.07 - $341.0 $57,177 - $63,085	185 Added 0.67%	27,617 $9.42 Billion
Q1 2023 Oct 28, 2024	BUY	$293.51 - $320.37 $481,356 - $525,406	1,640 Added 6.36%	27,432 $8.47 Billion
Q4 2022 Oct 25, 2024	BUY	$264.0 - $318.6 $1.06 Million - $1.28 Million	4,027 Added 18.5%	25,792 $7.97 Billion
Q3 2022 Oct 25, 2024	BUY	$264.32 - $306.65 $313,747 - $363,993	1,187 Added 5.77%	21,765 $5.81 Billion
Q2 2022 Oct 25, 2024	BUY	$267.52 - $353.1 $277,953 - $366,870	1,039 Added 5.32%	20,578 $5.62 Billion
Q1 2022 Oct 25, 2024	SELL	$300.79 - $359.57 $834,692 - $997,806	-2,775 Reduced 12.44%	19,539 $6.9 Billion
Q4 2021 Oct 24, 2024	BUY	$273.64 - $300.17 $6.11 Million - $6.7 Million	22,314 New	22,314 $6.67 Billion

Others Institutions Holding BRK-B

# of Institutions

4,808

Shares Held

865M

Call Options Held

21.4M

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 $679B

More about BRK-B

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Old North State Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History