A detailed history of Wells Trecaso Financial Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 1,849 shares of BRK-B stock, worth $845,029. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,849
Previous 2,099 11.91%
Holding current value
$845,029
Previous $853,000 0.23%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Oct 24, 2024

SELL
$405.19 - $478.57 $101,297 - $119,642
-250 Reduced 11.91%
1,849 $851,000
Q1 2024

Apr 24, 2024

SELL
$359.29 - $420.52 $239,646 - $280,486
-667 Reduced 24.11%
2,099 $882,000
Q3 2023

Oct 23, 2023

BUY
$340.9 - $370.48 $40,908 - $44,457
120 Added 4.54%
2,766 $968,000
Q2 2023

Jul 20, 2023

BUY
$309.07 - $341.0 $26,580 - $29,326
86 Added 3.36%
2,646 $902,000
Q3 2022

Oct 24, 2022

BUY
$264.32 - $306.65 $2,643 - $3,066
10 Added 0.39%
2,560 $684,000
Q1 2022

Apr 14, 2022

BUY
$300.79 - $359.57 $6,015 - $7,191
20 Added 0.79%
2,550 $900,000
Q3 2021

Nov 09, 2021

BUY
$272.66 - $291.28 $13,633 - $14,563
50 Added 2.02%
2,530 $691,000
Q1 2021

Apr 19, 2021

BUY
$227.36 - $263.99 $563,852 - $654,695
2,480 New
2,480 $634,000

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 $595B
More about BRK-B
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