A detailed history of Western Pacific Wealth Management, LP transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 8,424 shares of BRK-B stock, worth $3.83 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
8,424
Previous 8,249 2.12%
Holding current value
$3.83 Million
Previous $3.47 Million 1.21%
% of portfolio
2.6%
Previous 2.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$396.73 - $420.24 $69,427 - $73,542
175 Added 2.12%
8,424 $3.43 Million
Q4 2023

Feb 09, 2024

SELL
$331.71 - $362.68 $13,600 - $14,869
-41 Reduced 0.49%
8,249 $2.94 Million
Q3 2023

Oct 26, 2023

SELL
$340.9 - $370.48 $26,931 - $29,267
-79 Reduced 0.94%
8,290 $2.9 Million
Q2 2023

Aug 08, 2023

BUY
$309.07 - $341.0 $86,539 - $95,480
280 Added 3.46%
8,369 $2.85 Million
Q1 2023

May 11, 2023

BUY
$293.51 - $320.37 $29,351 - $32,037
100 Added 1.25%
8,089 $2.5 Million
Q4 2022

Feb 03, 2023

BUY
$264.0 - $318.6 $88,440 - $106,731
335 Added 4.38%
7,989 $2.47 Million
Q3 2022

Oct 27, 2022

BUY
$264.32 - $306.65 $134,010 - $155,471
507 Added 7.09%
7,654 $2.04 Million
Q2 2022

Aug 01, 2022

BUY
$267.52 - $353.1 $214,016 - $282,480
800 Added 12.6%
7,147 $1.95 Million
Q1 2022

Apr 21, 2022

BUY
$300.79 - $359.57 $84,221 - $100,679
280 Added 4.62%
6,347 $2.24 Million
Q4 2021

Feb 14, 2022

BUY
$273.64 - $300.17 $1.66 Million - $1.82 Million
6,067 New
6,067 $1.81 Million

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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