Shakespeare Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Shakespeare Wealth Management, Inc.

$379 Million
Q3 2024

A detailed history of Shakespeare Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 747 shares of BRK-B stock, worth $342,619. This represents 0.09% of its overall portfolio holdings.

Number of Shares

747

Previous 735 1.63%

Holding current value

$342,619

Previous $298,000 15.1%

% of portfolio

0.09%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$405.19 - $478.57 $4,862 - $5,742	12 Added 1.63%	747 $343,000
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $2,777 - $2,941	7 Added 0.96%	735 $298,000
Q4 2022 Feb 13, 2023	BUY	$264.0 - $318.6 $192,192 - $231,940	728 New	728 $224,000
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $220,479 - $263,564	733 New	733 $253,000
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $218,945 - $233,897	-803 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$227.36 - $263.99 $182,570 - $211,983	803 New	803 $205,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

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 $597B

More about BRK-B

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Shakespeare Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History