Bernardo Wealth Planning LLC Berkshire Hathaway Inc Class B Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,171 shares of BRK-B stock, worth $528,238. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,171

Previous 1,183 1.01%

Holding current value

$528,238

Previous $481,000 13.51%

% of portfolio

0.13%

Previous 0.13%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$405.19 - $478.57 $4,862 - $5,742	-12 Reduced 1.01%	1,171 $546,000
Q2 2024 Jul 10, 2024	SELL	$396.73 - $420.24 $21,423 - $22,692	-54 Reduced 4.37%	1,183 $481,000
Q1 2024 May 07, 2024	BUY	$359.29 - $420.52 $40,599 - $47,518	113 Added 10.05%	1,237 $520,000
Q4 2023 Jan 25, 2024	BUY	$331.71 - $362.68 $19,902 - $21,760	60 Added 5.64%	1,124 $400,000
Q2 2023 Jul 21, 2023	SELL	$309.07 - $341.0 $11,126 - $12,276	-36 Reduced 3.27%	1,064 $362,000
Q2 2022 Jul 29, 2022	BUY	$267.52 - $353.1 $3,210 - $4,237	12 Added 1.1%	1,100 $300,000
Q1 2022 May 06, 2022	SELL	$300.79 - $359.57 $22,559 - $26,967	-75 Reduced 6.45%	1,088 $383,000
Q2 2021 Jul 30, 2021	SELL	$258.2 - $292.52 $233,412 - $264,438	-904 Reduced 43.73%	1,163 $323,000
Q1 2021 Apr 23, 2021	SELL	$227.36 - $263.99 $647,748 - $752,107	-2,849 Reduced 57.95%	2,067 $528,000
Q3 2020 Oct 23, 2020	BUY	$177.99 - $221.68 $368,439 - $458,877	2,070 Added 72.73%	4,916 $1.05 Million
Q2 2020 Aug 03, 2020	BUY	$169.25 - $201.56 $140,646 - $167,496	831 Added 41.24%	2,846 $508,000
Q1 2020 May 01, 2020	SELL	$162.13 - $230.2 $17,023 - $24,171	-105 Reduced 4.95%	2,015 $368,000
Q4 2019 Feb 10, 2020	SELL	$203.1 - $227.05 $1,015 - $1,135	-5 Reduced 0.24%	2,120 $480,000
Q3 2019 Nov 04, 2019	BUY	$195.81 - $215.25 $58,743 - $64,575	300 Added 16.44%	2,125 $442,000
Q4 2018 Feb 14, 2019	BUY	$187.76 - $223.76 $342,662 - $408,362	1,825 New	1,825 $373,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

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 $587B

More about BRK-B

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Bernardo Wealth Planning LLC Berkshire Hathaway Inc Class B Transaction History