A detailed history of Ullmann Wealth Partners Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 2,763 shares of BRK-B stock, worth $1.26 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,763
Previous 2,712 1.88%
Holding current value
$1.26 Million
Previous $1.1 Million 15.23%
% of portfolio
0.16%
Previous 0.16%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$405.19 - $478.57 $20,664 - $24,407
51 Added 1.88%
2,763 $1.27 Million
Q2 2024

Aug 07, 2024

BUY
$396.73 - $420.24 $11,505 - $12,186
29 Added 1.08%
2,712 $1.1 Million
Q1 2024

May 10, 2024

BUY
$359.29 - $420.52 $31,258 - $36,585
87 Added 3.35%
2,683 $1.13 Million
Q4 2023

Jan 11, 2024

BUY
$331.71 - $362.68 $50,751 - $55,490
153 Added 6.26%
2,596 $925,000
Q3 2023

Oct 13, 2023

BUY
$340.9 - $370.48 $376,694 - $409,380
1,105 Added 82.59%
2,443 $855,000
Q2 2023

Jul 13, 2023

BUY
$309.07 - $341.0 $21,634 - $23,870
70 Added 5.52%
1,338 $456,000
Q1 2023

Apr 11, 2023

BUY
$293.51 - $320.37 $20,545 - $22,425
70 Added 5.84%
1,268 $391,000
Q3 2022

Oct 12, 2022

SELL
$264.32 - $306.65 $169,693 - $196,869
-642 Reduced 34.89%
1,198 $320,000
Q4 2021

Jan 26, 2022

BUY
$273.64 - $300.17 $47,887 - $52,529
175 Added 10.51%
1,840 $550,000
Q3 2021

Oct 19, 2021

BUY
$272.66 - $291.28 $13,087 - $13,981
48 Added 2.97%
1,665 $454,000
Q2 2021

Jul 09, 2021

BUY
$258.2 - $292.52 $77,460 - $87,756
300 Added 22.78%
1,617 $449,000
Q1 2021

Apr 14, 2021

SELL
$227.36 - $263.99 $73,664 - $85,532
-324 Reduced 19.74%
1,317 $336,000
Q4 2020

Jan 15, 2021

BUY
$200.7 - $233.92 $95,131 - $110,878
474 Added 40.62%
1,641 $380,000
Q3 2020

Oct 19, 2020

BUY
$177.99 - $221.68 $207,714 - $258,700
1,167 New
1,167 $249,000

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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