Wealth Plan Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025

A detailed history of Wealth Plan Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 71,651 shares of BRK-B stock, worth $34.2 Million. This represents 6.31% of its overall portfolio holdings.

Number of Shares
71,651
Previous 74,819 4.23%
Holding current value
$34.2 Million
Previous $39.8 Billion 99.91%
% of portfolio
6.31%
Previous 5.62%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$483.48 - $539.8 $1.53 Million - $1.71 Million
-3,168 Reduced 4.23%
71,651 $34.8 Million
Q1 2025

May 09, 2025
SELL
$442.66 - $534.52 $178,834 - $215,946
-404 Reduced 0.54%
74,819 $39.8 Billion
Q4 2024

Jan 30, 2025
SELL
$442.29 - $483.08 $1.57 Million - $1.72 Million
-3,552 Reduced 4.51%
75,223 $34.1 Billion
Q3 2024

Nov 05, 2024
SELL
$405.19 - $478.57 $6.47 Million - $7.64 Million
-15,958 Reduced 16.85%
78,775 $36.3 Billion
Q2 2024

Aug 09, 2024
BUY
$396.73 - $420.24 $201,935 - $213,902
509 Added 0.54%
94,733 $38.5 Billion
Q1 2024

May 07, 2024
SELL
$359.29 - $420.52 $1.2 Million - $1.41 Million
-3,347 Reduced 3.43%
94,224 $39.6 Billion
Q4 2023

Jan 05, 2024
BUY
$331.71 - $362.68 $641,858 - $701,785
1,935 Added 2.02%
97,571 $34.8 Billion
Q3 2023

Nov 01, 2023
BUY
$340.9 - $370.48 $5.01 Million - $5.44 Million
14,695 Added 18.16%
95,636 $33.5 Billion
Q2 2023

Jul 31, 2023
SELL
$309.07 - $341.0 $4.16 Million - $4.59 Million
-13,455 Reduced 14.25%
80,941 $27.6 Billion
Q1 2023

May 10, 2023
SELL
$293.51 - $320.37 $11 Million - $12 Million
-37,555 Reduced 28.46%
94,396 $29.1 Billion
Q4 2022

Feb 16, 2023
BUY
$264.0 - $318.6 $3.44 Million - $4.15 Million
13,019 Added 10.95%
131,951 $41 Billion
Q1 2022

May 03, 2022
SELL
$300.79 - $359.57 $1.15 Million - $1.37 Million
-3,815 Reduced 3.11%
118,932 $38.4 Million
Q4 2021

Feb 01, 2022
BUY
$273.64 - $300.17 $538,249 - $590,434
1,967 Added 1.63%
122,747 $38.4 Million
Q3 2021

Dec 09, 2021
BUY
$272.66 - $291.28 $64,347 - $68,742
236 Added 0.2%
120,780 $33 Million
Q2 2021

Aug 19, 2021
BUY
$258.2 - $292.52 $184,613 - $209,151
715 Added 0.6%
120,544 $35.1 Million
Q1 2021

May 11, 2021
SELL
$227.36 - $263.99 $776,207 - $901,261
-3,414 Reduced 2.77%
119,829 $33.6 Million
Q4 2020

Feb 09, 2021
SELL
$200.7 - $233.92 $3.97 Million - $4.63 Million
-19,793 Reduced 13.84%
123,243 $29.1 Million
Q3 2020

Dec 18, 2020
SELL
$177.99 - $221.68 $21.9 Million - $27.3 Million
-123,286 Reduced 46.29%
143,036 $32.1 Million
Q2 2020

Aug 19, 2020
SELL
$169.25 - $201.56 $1.24 Million - $1.47 Million
-7,300 Reduced 2.67%
266,322 $56.5 Million
Q1 2020

May 15, 2020
BUY
$162.13 - $230.2 $362,684 - $514,957
2,237 Added 0.82%
273,622 $46.8 Million
Q4 2019

Feb 14, 2020
BUY
$203.1 - $227.05 $1.37 Million - $1.53 Million
6,748 Added 2.55%
271,385 $61.7 Million
Q3 2019

Nov 15, 2019
BUY
$195.81 - $215.25 $105,149 - $115,589
537 Added 0.2%
264,637 $58.2 Million
Q2 2019

Aug 19, 2019
SELL
$197.42 - $218.6 $769,345 - $851,884
-3,897 Reduced 1.45%
264,100 $52.5 Million
Q1 2019

May 16, 2019
SELL
$191.66 - $209.19 $402,294 - $439,089
-2,099 Reduced 0.78%
267,997 $54.4 Million
Q4 2018

Feb 20, 2019
SELL
$187.76 - $223.76 $1.26 Million - $1.5 Million
-6,716 Reduced 2.43%
270,096 $55.4 Million
Q3 2018

Nov 21, 2018
SELL
$186.02 - $221.68 $319,582 - $380,846
-1,718 Reduced 0.62%
276,812 $58.3 Million
Q2 2018

Aug 16, 2018
BUY
$184.91 - $201.2 $1.91 Million - $2.08 Million
10,318 Added 3.85%
278,530 $52 Million
Q1 2018

May 16, 2018
BUY
$191.42 - $217.25 $51.3 Million - $58.3 Million
268,212 New
268,212 $53.5 Million

Others Institutions Holding BRK-B

# of Institutions
5,039
Shares Held
924M
Call Options Held
18.4M
Put Options Held
13.1M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $621B
More about BRK-B
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