Capital Wealth Planning, LLC Berkshire Hathaway Inc Class B Transaction History

Capital Wealth Planning, LLC

$10.6 Billion
Q4 2024

A detailed history of Capital Wealth Planning, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 3,877 shares of BRK-B stock, worth $1.86 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,877

Previous 3,863 0.36%

Holding current value

$1.86 Million

Previous $1.78 Million 1.13%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$442.29 - $483.08 $6,192 - $6,763	14 Added 0.36%	3,877 $1.76 Million
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $9,319 - $11,007	23 Added 0.6%	3,863 $1.78 Million
Q1 2024 May 07, 2024	BUY	$359.29 - $420.52 $1.38 Million - $1.61 Million	3,840 New	3,840 $1.61 Million
Q2 2021 Aug 03, 2021	SELL	$258.2 - $292.52 $355,025 - $402,215	-1,375 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$227.36 - $263.99 $1,136 - $1,319	5 Added 0.36%	1,375 $351,000
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $1.57 Million - $1.87 Million	-9,297 Reduced 87.16%	1,370 $245,000
Q1 2020 Apr 30, 2020	SELL	$162.13 - $230.2 $13,943 - $19,797	-86 Reduced 0.8%	10,667 $1.95 Million
Q4 2019 Feb 26, 2020	SELL	$203.1 - $227.05 $205,131 - $229,320	-1,010 Reduced 8.59%	10,753 $2.44 Million
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $418,445 - $459,989	-2,137 Reduced 15.37%	11,763 $2.47 Million
Q2 2019 Aug 02, 2019	BUY	$197.42 - $218.6 $2.47 Million - $2.74 Million	12,530 Added 914.6%	13,900 $2.96 Million
Q1 2018 May 15, 2018	BUY	$191.42 - $217.25 $262,245 - $297,632	1,370 New	1,370 $0
Q4 2017 Feb 14, 2018	SELL	$181.06 - $199.56 $248,052 - $273,397	-1,370 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	1,370	1,370 $232,000

Others Institutions Holding BRK-B

# of Institutions

4,732

Shares Held

863M

Call Options Held

22M

Put Options Held

13.1M

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 $624B

More about BRK-B

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Capital Wealth Planning, LLC Berkshire Hathaway Inc Class B Transaction History