Switch Point Financial Planning, LLC Berkshire Hathaway Inc Class B Transaction History

Switch Point Financial Planning, LLC

  • $122 Billion
  • Q2 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 1,220 shares of BRK-B stock, worth $596,946. This represents 0.49% of its overall portfolio holdings.

Number of Shares
1,220
Previous 955 27.75%
Holding current value
$596,946
Previous $509 Million 16.54%
% of portfolio
0.49%
Previous 0.48%

Shares

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

Aug 01, 2025
BUY
$483.48 - $539.8 $128,122 - $143,047
265 Added 27.75%
1,220 $593 Million
Q1 2025

Apr 29, 2025
SELL
$442.66 - $534.52 $436,020 - $526,502
-985 Reduced 50.77%
955 $509 Million
Q4 2024

Feb 11, 2025
BUY
$442.29 - $483.08 $858,042 - $937,175
1,940 New
1,940 $879 Million

Others Institutions Holding BRK-B

# of Institutions
5,046
Shares Held
925M
Call Options Held
17.4M
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 $637B
More about BRK-B
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