Rockline Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Rockline Wealth Management, LLC

$472 Million
Q3 2025

A detailed history of Rockline Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 1,078 shares of BRK-B stock, worth $548,637. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,078

Previous 1,156 6.75%

Holding current value

$548,637

Previous $562 Million 99.9%

% of portfolio

0.11%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$459.11 - $506.91 $35,810 - $39,538	-78 Reduced 6.75%	1,078 $541,000
Q2 2025 Aug 05, 2025	SELL	$483.48 - $539.8 $21,273 - $23,751	-44 Reduced 3.67%	1,156 $562 Million
Q1 2025 Apr 21, 2025	BUY	$442.66 - $534.52 $53,561 - $64,676	121 Added 11.21%	1,200 $639 Million
Q3 2024 Oct 17, 2024	SELL	$405.19 - $478.57 $33,630 - $39,721	-83 Reduced 7.14%	1,079 $497 Million
Q2 2024 Aug 01, 2024	BUY	$396.73 - $420.24 $88,074 - $93,293	222 Added 23.62%	1,162 $473 Million

Q1 2024 May 01, 2024	SELL	$359.29 - $420.52 $2,515 - $2,943	-7 Reduced 0.74%	940 $395 Million
Q4 2023 Jan 12, 2024	BUY	$331.71 - $362.68 $314,129 - $343,457	947 New	947 $338 Million

Others Institutions Holding BRK-B

# of Institutions

5,162

Shares Held

882M

Call Options Held

19.6M

Put Options Held

15.2M

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 $662B

More about BRK-B

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Rockline Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History