A detailed history of Beacon Financial Planning, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 47,043 shares of BRK-B stock, worth $20.6 Million. This represents 13.0% of its overall portfolio holdings.

Number of Shares
47,043
Previous 48,137 2.27%
Holding current value
$20.6 Million
Previous $20.2 Billion 5.46%
% of portfolio
13.0%
Previous 14.13%

Shares

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

Jul 18, 2024

SELL
$396.73 - $420.24 $434,022 - $459,742
-1,094 Reduced 2.27%
47,043 $19.1 Billion
Q1 2024

Apr 22, 2024

SELL
$359.29 - $420.52 $127,907 - $149,705
-356 Reduced 0.73%
48,137 $20.2 Billion
Q4 2023

Jan 29, 2024

SELL
$331.71 - $362.68 $167,513 - $183,153
-505 Reduced 1.03%
48,493 $17.3 Billion
Q3 2023

Oct 24, 2023

SELL
$340.9 - $370.48 $473,850 - $514,967
-1,390 Reduced 2.76%
48,998 $17.2 Billion
Q2 2023

Jul 19, 2023

SELL
$309.07 - $341.0 $171,842 - $189,596
-556 Reduced 1.09%
50,388 $17.2 Billion
Q1 2023

May 04, 2023

SELL
$293.51 - $320.37 $210,740 - $230,025
-718 Reduced 1.39%
50,944 $15.7 Billion
Q4 2022

Feb 15, 2023

BUY
$264.0 - $318.6 $13.6 Million - $16.5 Million
51,662 New
51,662 $16 Billion

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 $569B
More about BRK-B
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