Center For Financial Planning, Inc. Berkshire Hathaway Inc Class B Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 13,228 shares of BRK-B stock, worth $5.99 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

13,228

Previous 13,600 2.74%

Holding current value

$5.99 Million

Previous $5.53 Million 10.05%

% of portfolio

0.83%

Previous 0.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$405.19 - $478.57 $150,730 - $178,028	-372 Reduced 2.74%	13,228 $6.09 Million
Q2 2024 Jul 18, 2024	SELL	$396.73 - $420.24 $51,574 - $54,631	-130 Reduced 0.95%	13,600 $5.53 Million
Q1 2024 Apr 25, 2024	SELL	$359.29 - $420.52 $1,077 - $1,261	-3 Reduced 0.02%	13,730 $5.77 Million
Q4 2023 Jan 29, 2024	SELL	$331.71 - $362.68 $2,985 - $3,264	-9 Reduced 0.07%	13,733 $4.9 Million
Q3 2023 Oct 24, 2023	BUY	$340.9 - $370.48 $3,409 - $3,704	10 Added 0.07%	13,742 $4.81 Million
Q1 2023 May 02, 2023	SELL	$293.51 - $320.37 $10,272 - $11,212	-35 Reduced 0.25%	13,732 $4.24 Million
Q4 2022 Jan 27, 2023	SELL	$264.0 - $318.6 $93,984 - $113,421	-356 Reduced 2.52%	13,767 $0
Q3 2022 Oct 14, 2022	BUY	$264.32 - $306.65 $6,872 - $7,972	26 Added 0.18%	14,123 $3.77 Million
Q1 2022 May 03, 2022	SELL	$300.79 - $359.57 $243,038 - $290,532	-808 Reduced 5.42%	14,097 $4.98 Million
Q4 2021 Feb 08, 2022	SELL	$273.64 - $300.17 $132,168 - $144,982	-483 Reduced 3.14%	14,905 $4.46 Million
Q2 2021 Jul 29, 2021	SELL	$258.2 - $292.52 $18,074 - $20,476	-70 Reduced 0.45%	15,388 $4.28 Million
Q1 2021 May 10, 2021	SELL	$227.36 - $263.99 $124,820 - $144,930	-549 Reduced 3.43%	15,458 $3.95 Million
Q4 2020 Feb 09, 2021	SELL	$200.7 - $233.92 $6,021 - $7,017	-30 Reduced 0.19%	16,007 $3.71 Million
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $59,982 - $74,706	-337 Reduced 2.06%	16,037 $3.42 Million
Q2 2020 Aug 06, 2020	BUY	$169.25 - $201.56 $714,912 - $851,389	4,224 Added 34.77%	16,374 $2.92 Million
Q1 2020 May 11, 2020	SELL	$162.13 - $230.2 $1.12 Million - $1.59 Million	-6,911 Reduced 36.26%	12,150 $2.22 Million
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $3.87 Million - $4.33 Million	19,061 New	19,061 $4.32 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

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 $590B

More about BRK-B

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Center For Financial Planning, Inc. Berkshire Hathaway Inc Class B Transaction History