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 3,863 shares of BRK-B stock, worth $1.82 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,863
Previous 3,840 0.6%
Holding current value
$1.82 Million
Previous $1.56 Million 13.76%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $615B
More about BRK-B
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