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

Switch Point Financial Planning, LLC

  • $105 Billion
  • Q1 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 955 shares of BRK-B stock, worth $509,253. This represents 0.48% of its overall portfolio holdings.

Number of Shares
955
Previous 1,940 50.77%
Holding current value
$509,253
Previous $879 Million 42.16%
% of portfolio
0.48%
Previous 0.84%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,933
Shares Held
874M
Call Options Held
19.4M
Put Options Held
12.1M
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 $694B
More about BRK-B
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