A detailed history of Vertex Planning Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 568 shares of BRK-B stock, worth $259,808. This represents 0.06% of its overall portfolio holdings.

Number of Shares
568
Previous 522 8.81%
Holding current value
$259,808
Previous $220 Million 5.26%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 13, 2024

BUY
$396.73 - $420.24 $18,249 - $19,331
46 Added 8.81%
568 $231 Million
Q1 2024

May 13, 2024

SELL
$359.29 - $420.52 $67,187 - $78,637
-187 Reduced 26.38%
522 $220 Million
Q4 2023

Feb 14, 2024

BUY
$331.71 - $362.68 $235,182 - $257,140
709 New
709 $253 Million
Q4 2022

Feb 06, 2023

BUY
$264.0 - $318.6 $338,448 - $408,445
1,282 New
1,282 $396 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 $595B
More about BRK-B
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