Bernardo Wealth Planning LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Bernardo Wealth Planning LLC

  • $418 Million
  • Q1 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,360 shares of BRKB stock, worth $0. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,360
Previous 1,249 8.89%
Holding current value
$0
Previous $566,000 27.92%
% of portfolio
0.17%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
N/A
111 Added 8.89%
1,360 $724,000
Q4 2024

Jan 16, 2025
BUY
N/A
78 Added 6.66%
1,249 $566,000
Q3 2024

Oct 18, 2024
SELL
N/A
-12 Reduced 1.01%
1,171 $546,000
Q2 2024

Jul 10, 2024
SELL
N/A
-54 Reduced 4.37%
1,183 $481,000
Q1 2024

May 07, 2024
BUY
N/A
113 Added 10.05%
1,237 $520,000
Q4 2023

Jan 25, 2024
BUY
N/A
60 Added 5.64%
1,124 $400,000
Q2 2023

Jul 21, 2023
SELL
N/A
-36 Reduced 3.27%
1,064 $362,000
Q2 2022

Jul 29, 2022
BUY
N/A
12 Added 1.1%
1,100 $300,000
Q1 2022

May 06, 2022
SELL
N/A
-75 Reduced 6.45%
1,088 $383,000
Q2 2021

Jul 30, 2021
SELL
N/A
-904 Reduced 43.73%
1,163 $323,000
Q1 2021

Apr 23, 2021
SELL
N/A
-2,849 Reduced 57.95%
2,067 $528,000
Q3 2020

Oct 23, 2020
BUY
N/A
2,070 Added 72.73%
4,916 $1.05 Million
Q2 2020

Aug 03, 2020
BUY
N/A
831 Added 41.24%
2,846 $508,000
Q1 2020

May 01, 2020
SELL
N/A
-105 Reduced 4.95%
2,015 $368,000
Q4 2019

Feb 10, 2020
SELL
N/A
-5 Reduced 0.24%
2,120 $480,000
Q3 2019

Nov 04, 2019
BUY
N/A
300 Added 16.44%
2,125 $442,000
Q4 2018

Feb 14, 2019
BUY
N/A
1,825 New
1,825 $373,000

Others Institutions Holding BRKB

# of Institutions
86
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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