Essential Planning, Llc. Berkshire Hathaway Inc Class B Transaction History

Essential Planning, Llc.

$243 Million
Q3 2024

A detailed history of Essential Planning, Llc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Essential Planning, Llc. holds 3,475 shares of BRK-B stock, worth $1.66 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

3,475

Previous 3,391 2.48%

Holding current value

$1.66 Million

Previous $1.38 Million 15.95%

% of portfolio

0.66%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$405.19 - $478.57 $34,035 - $40,199	84 Added 2.48%	3,475 $1.6 Million
Q2 2024 Aug 14, 2024	SELL	$396.73 - $420.24 $40,863 - $43,284	-103 Reduced 2.95%	3,391 $1.38 Million
Q1 2024 May 08, 2024	SELL	$359.29 - $420.52 $2,155 - $2,523	-6 Reduced 0.17%	3,494 $1.47 Million
Q4 2023 Feb 13, 2024	SELL	$331.71 - $362.68 $28,527 - $31,190	-86 Reduced 2.4%	3,500 $1.25 Million
Q3 2023 Nov 08, 2023	SELL	$340.9 - $370.48 $7,158 - $7,780	-21 Reduced 0.58%	3,586 $1.26 Million
Q2 2023 Aug 10, 2023	BUY	$309.07 - $341.0 $19,471 - $21,483	63 Added 1.78%	3,607 $1.23 Million
Q1 2023 May 09, 2023	SELL	$293.51 - $320.37 $125,622 - $137,118	-428 Reduced 10.78%	3,544 $1.09 Million
Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $679,008 - $819,439	2,572 Added 183.71%	3,972 $1.23 Million
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $370,048 - $429,309	1,400 New	1,400 $374,000

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

View Full List

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 $623B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Essential Planning, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Essential Planning, Llc. with notifications on news.

Account

Essential Planning, Llc. Berkshire Hathaway Inc Class B Transaction History