Wealth Plan Investment Management, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 58,632 shares of BRKB stock, worth $0. This represents 2.24% of its overall portfolio holdings.

Number of Shares
58,632
Previous 53,531 9.53%
Holding current value
$0
Previous $28.5 Million 0.1%
% of portfolio
2.24%
Previous 3.02%

Shares

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

Jul 28, 2025
BUY
N/A
5,101 Added 9.53%
58,632 $28.5 Million
Q1 2025

May 09, 2025
SELL
N/A
-961 Reduced 1.76%
53,531 $28.5 Million
Q4 2024

Jan 30, 2025
BUY
N/A
1,400 Added 2.64%
54,492 $24.7 Million
Q3 2024

Nov 05, 2024
BUY
N/A
16,287 Added 44.25%
53,092 $24.4 Million
Q2 2024

Aug 09, 2024
BUY
N/A
1,088 Added 3.05%
36,805 $15 Million
Q1 2024

May 16, 2024
BUY
N/A
261 Added 0.74%
35,717 $15 Million
Q4 2023

Jan 05, 2024
BUY
N/A
229 Added 0.65%
35,456 $12.6 Million
Q3 2023

Nov 15, 2023
SELL
N/A
-60,409 Reduced 63.17%
35,227 $12.3 Million
Q3 2023

Nov 09, 2023
BUY
N/A
81,669 Added 584.73%
95,636 $33.5 Million
Q2 2023

Aug 14, 2023
BUY
N/A
6,778 Added 94.28%
13,967 $4.76 Million
Q2 2023

Jul 25, 2023
SELL
N/A
-29,827 Reduced 80.58%
7,189 $2.45 Million
Q1 2023

May 08, 2023
SELL
N/A
-95,134 Reduced 71.99%
37,016 $11.4 Million
Q4 2022

Feb 15, 2023
BUY
N/A
3,593 Added 2.79%
132,150 $40.8 Million
Q3 2022

Dec 12, 2022
BUY
N/A
9,625 Added 8.09%
128,557 $39.3 Million
Q1 2022

Sep 07, 2022
BUY
N/A
118,932 New
118,932 $38.4 Million

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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