A detailed history of Briaud Financial Planning, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 1,369 shares of BRK-B stock, worth $620,430. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,369
Previous 1,369 -0.0%
Holding current value
$620,430
Previous $556,000 13.31%
% of portfolio
0.33%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$359.29 - $420.52 $491,868 - $575,691
1,369 New
1,369 $576,000
Q2 2023

Aug 04, 2023

BUY
$309.07 - $341.0 $93,648 - $103,323
303 Added 28.42%
1,369 $466,000
Q4 2022

Feb 13, 2023

SELL
$264.0 - $318.6 $13,464 - $16,248
-51 Reduced 4.57%
1,066 $329,000
Q3 2022

Nov 04, 2022

BUY
$264.32 - $306.65 $13,480 - $15,639
51 Added 4.78%
1,117 $334,000
Q1 2022

May 03, 2022

BUY
$300.79 - $359.57 $30,079 - $35,957
100 Added 10.35%
1,066 $376,000
Q4 2020

Jan 27, 2021

BUY
$200.7 - $233.92 $193,876 - $225,966
966 New
966 $223,000
Q2 2020

Jul 28, 2020

SELL
$169.25 - $201.56 $197,514 - $235,220
-1,167 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$203.1 - $227.05 $237,017 - $264,967
1,167 New
1,167 $264,000

Others Institutions Holding BRK-B

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 $590B
More about BRK-B
Track This Portfolio

Track Briaud Financial Planning, Inc Portfolio

Follow Briaud Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.