Capital Planning Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Capital Planning Advisors, LLC

  • $664 Million
  • Q2 2025

A detailed history of Capital Planning Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 7,206 shares of BRKB stock, worth $0. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,206
Previous 7,225 0.26%
Holding current value
$0
Previous $3.85 Million 9.02%
% of portfolio
0.53%
Previous 0.62%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-19 Reduced 0.26%
7,206 $3.5 Million
Q1 2025

May 12, 2025
SELL
N/A
-481 Reduced 6.24%
7,225 $3.85 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-86 Reduced 1.1%
7,706 $3.49 Million
Q3 2024

Nov 12, 2024
SELL
N/A
-2 Reduced 0.03%
7,792 $3.59 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-328 Reduced 4.04%
7,794 $3.17 Million
Q1 2024

May 15, 2024
SELL
N/A
-71 Reduced 0.87%
8,122 $3.42 Million
Q4 2023

Feb 12, 2024
BUY
N/A
263 Added 3.32%
8,193 $2.92 Million
Q2 2023

Aug 01, 2023
BUY
N/A
2,413 Added 43.74%
7,930 $2.7 Million
Q1 2023

May 15, 2023
BUY
N/A
131 Added 2.43%
5,517 $1.7 Million
Q4 2022

Feb 09, 2023
BUY
N/A
979 Added 22.21%
5,386 $1.66 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-215 Reduced 4.65%
4,407 $1.18 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-549 Reduced 10.62%
4,622 $1.26 Million
Q1 2022

May 10, 2022
BUY
N/A
225 Added 4.55%
5,171 $1.83 Million
Q4 2021

Feb 14, 2022
BUY
N/A
479 Added 10.72%
4,946 $1.48 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-6 Reduced 0.13%
4,467 $1.24 Million
Q1 2021

Apr 30, 2021
BUY
N/A
1,806 Added 67.72%
4,473 $1.14 Million
Q4 2020

Feb 04, 2021
BUY
N/A
240 Added 9.89%
2,667 $618,000
Q3 2020

Nov 12, 2020
SELL
N/A
-324 Reduced 11.78%
2,427 $517,000
Q2 2020

Aug 06, 2020
SELL
N/A
-123 Reduced 4.28%
2,751 $491,000
Q4 2019

Feb 03, 2020
BUY
N/A
101 Added 3.64%
2,874 $651,000
Q3 2019

Nov 05, 2019
SELL
N/A
-160 Reduced 5.46%
2,773 $577,000
Q2 2019

Aug 09, 2019
SELL
N/A
-103 Reduced 3.39%
2,933 $625,000
Q1 2019

May 14, 2019
SELL
N/A
-1,102 Reduced 26.63%
3,036 $610,000
Q4 2018

Feb 13, 2019
BUY
N/A
245 Added 6.29%
4,138 $845,000
Q3 2018

Nov 14, 2018
BUY
N/A
3,893 New
3,893 $834,000
Q2 2018

Aug 08, 2018
SELL
N/A
-4,197 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-600 Reduced 12.51%
4,197 $837,000
Q4 2017

Feb 08, 2018
BUY
N/A
239 Added 5.24%
4,797 $951,000
Q3 2017

Nov 09, 2017
BUY
N/A
4,558
4,558 $836,000

Others Institutions Holding BRKB

# of Institutions
85
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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