Beacon Financial Planning, Inc Berkshire Hathaway Inc Class B Transaction History

Beacon Financial Planning, Inc

$143 Billion
Q1 2024

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 48,137 shares of BRK-B stock, worth $19.8 Million. This represents 14.13% of its overall portfolio holdings.

Number of Shares

48,137

Previous 48,493 0.73%

Holding current value

$19.8 Million

Previous $17.3 Billion 17.04%

% of portfolio

14.13%

Previous 13.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,169

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $534B

More about BRK-B

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Beacon Financial Planning, Inc Berkshire Hathaway Inc Class B Transaction History