Walled Lake Planning & Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 884 shares of BRK-B stock, worth $398,613. This represents 0.16% of its overall portfolio holdings.

Number of Shares

884

Previous 884 -0.0%

Holding current value

$398,613

Previous $371,000 3.23%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $9,272 - $10,230	-30 Reduced 3.28%	884 $301,000
Q1 2023 May 12, 2023	BUY	$293.51 - $320.37 $268,268 - $292,818	914 New	914 $282,000
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $45,118 - $53,935	150 Added 19.63%	914 $323,000
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $13,633 - $14,563	-50 Reduced 6.14%	764 $209,000
Q2 2020 Aug 18, 2020	SELL	$169.25 - $201.56 $846 - $1,007	-5 Reduced 0.61%	814 $145,000
Q1 2020 May 15, 2020	BUY	$162.13 - $230.2 $810 - $1,151	5 Added 0.61%	819 $150,000
Q4 2019 May 15, 2020	BUY	$203.1 - $227.05 $165,323 - $184,818	814 New	814 $184,000

Others Institutions Holding BRK-B

# of Institutions

4,325

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 $587B

More about BRK-B

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Walled Lake Planning & Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History