Waypoint Wealth Partners Inc. Berkshire Hathaway Inc Class B Transaction History

Waypoint Wealth Partners Inc.

$362 Million
Q3 2024

A detailed history of Waypoint Wealth Partners Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 958 shares of BRK-B stock, worth $443,736. This represents 0.12% of its overall portfolio holdings.

Number of Shares

958

Previous 1,238 22.62%

Holding current value

$443,736

Previous $503,000 12.52%

% of portfolio

0.12%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$405.19 - $478.57 $113,453 - $133,999	-280 Reduced 22.62%	958 $440,000
Q2 2024 Jul 24, 2024	BUY	$396.73 - $420.24 $147,186 - $155,909	371 Added 42.79%	1,238 $503,000
Q1 2024 Apr 24, 2024	SELL	$359.29 - $420.52 $106,349 - $124,473	-296 Reduced 25.45%	867 $364,000
Q4 2023 Feb 09, 2024	BUY	$331.71 - $362.68 $63,024 - $68,909	190 Added 19.53%	1,163 $414,000
Q1 2023 May 01, 2023	SELL	$293.51 - $320.37 $3,228 - $3,524	-11 Reduced 1.12%	973 $300,000
Q3 2022 Oct 26, 2022	SELL	$264.32 - $306.65 $33,568 - $38,944	-127 Reduced 11.43%	984 $263,000
Q2 2022 Aug 05, 2022	BUY	$267.52 - $353.1 $44,408 - $58,614	166 Added 17.57%	1,111 $303,000
Q1 2022 May 09, 2022	SELL	$300.79 - $359.57 $15,039 - $17,978	-50 Reduced 5.03%	945 $333,000
Q4 2021 Feb 09, 2022	SELL	$273.64 - $300.17 $66,220 - $72,641	-242 Reduced 19.56%	995 $298,000
Q2 2021 Aug 06, 2021	SELL	$258.2 - $292.52 $30,984 - $35,102	-120 Reduced 8.84%	1,237 $344,000
Q1 2021 May 10, 2021	BUY	$227.36 - $263.99 $18,870 - $21,911	83 Added 6.51%	1,357 $347,000
Q4 2020 Jan 29, 2021	BUY	$200.7 - $233.92 $255,691 - $298,014	1,274 New	1,274 $295,000

Others Institutions Holding BRK-B

# of Institutions

4,436

Shares Held

833M

Call Options Held

21M

Put Options Held

12.9M

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 $603B

More about BRK-B

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Waypoint Wealth Partners Inc. Berkshire Hathaway Inc Class B Transaction History