A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 884 shares of BRKB stock, worth $0. This represents 0.17% of its overall portfolio holdings.

Number of Shares
884
Previous 884 -0.0%
Holding current value
$0
Previous $359,000 13.09%
% of portfolio
0.17%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 11, 2023

SELL
N/A
-30 Reduced 3.28%
884 $301,000
Q1 2023

May 12, 2023

BUY
N/A
914 New
914 $282,000
Q1 2022

May 13, 2022

BUY
N/A
150 Added 19.63%
914 $323,000
Q3 2021

Nov 15, 2021

SELL
N/A
-50 Reduced 6.14%
764 $209,000
Q2 2020

Aug 18, 2020

SELL
N/A
-5 Reduced 0.61%
814 $145,000
Q1 2020

May 15, 2020

BUY
N/A
5 Added 0.61%
819 $150,000
Q4 2019

May 15, 2020

BUY
N/A
814 New
814 $184,000

Others Institutions Holding BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
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