Creative Planning Berkshire Hathaway Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Berkshire Hathaway Inc stock. As of the latest transaction made, Creative Planning holds 7 shares of BRK-A stock, worth $4.71 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 5 40.0%

Holding current value

$4.71 Million

Previous $3.06 Million 57.86%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$610460.0 - $715910.0 $1.22 Million - $1.43 Million	2 Added 40.0%	7 $4.83 Million
Q3 2023 Nov 16, 2023	SELL	$517136.0 - $563073.0 $59 Million - $64.2 Million	-114 Reduced 95.8%	5 $2.66 Million
Q4 2022 Feb 10, 2023	BUY	$402836.0 - $479086.5 $805,672 - $958,173	2 Added 1.71%	119 $55.6 Million
Q3 2022 Nov 03, 2022	SELL	$399128.0 - $461300.0 $18.8 Million - $21.7 Million	-47 Reduced 28.66%	117 $47.5 Million
Q2 2022 Aug 15, 2022	SELL	$402300.0 - $529000.0 $2.41 Million - $3.17 Million	-6 Reduced 3.53%	164 $67 Million
Q1 2022 May 16, 2022	BUY	$454300.0 - $539180.0 $454,300 - $539,180	1 Added 0.59%	170 $89.9 Million
Q4 2021 Feb 11, 2022	BUY	$412540.0 - $454550.0 $1.24 Million - $1.36 Million	3 Added 1.81%	169 $76.1 Million
Q3 2021 Nov 10, 2021	BUY	$410450.0 - $438160.0 $17.6 Million - $18.8 Million	43 Added 34.96%	166 $68.3 Million
Q2 2021 Aug 04, 2021	SELL	$390360.0 - $439460.0 $32 Million - $36 Million	-82 Reduced 40.0%	123 $51.5 Million
Q1 2021 Apr 30, 2021	SELL	$341820.0 - $398840.0 $341,820 - $398,840	-1 Reduced 0.49%	205 $79 Million
Q4 2020 Jan 29, 2021	BUY	$301740.0 - $351101.0 $905,220 - $1.05 Million	3 Added 1.48%	206 $71.6 Million
Q3 2020 Nov 05, 2020	SELL	$267020.0 - $332840.0 $801,060 - $998,520	-3 Reduced 1.46%	203 $64.9 Million
Q2 2020 Jul 23, 2020	SELL	$253501.0 - $302235.0 $507,002 - $604,470	-2 Reduced 0.96%	206 $55 Million
Q1 2020 May 05, 2020	BUY	$240000.0 - $344970.0 $240,000 - $344,970	1 Added 0.48%	208 $56.6 Million
Q4 2019 Jan 30, 2020	SELL	$305090.0 - $340380.0 $1.83 Million - $2.04 Million	-6 Reduced 2.82%	207 $70.3 Million
Q3 2019 Nov 01, 2019	SELL	$295000.0 - $323149.0 $885,000 - $969,447	-3 Reduced 1.39%	213 $66.4 Million
Q2 2019 Jul 26, 2019	BUY	$297060.0 - $327766.0 $1.78 Million - $1.97 Million	6 Added 2.86%	216 $68.7 Million
Q1 2019 Apr 24, 2019	BUY	$287000.0 - $313875.0 $287,000 - $313,875	1 Added 0.48%	210 $63.2 Million
Q4 2018 Feb 01, 2019	BUY	$282640.0 - $335630.0 $847,920 - $1.01 Million	3 Added 1.46%	209 $63.9 Million
Q3 2018 Oct 25, 2018	SELL	$282000.0 - $333415.0 $5.92 Million - $7 Million	-21 Reduced 9.25%	206 $65.9 Million
Q2 2018 Jul 20, 2018	BUY	$281600.0 - $301750.0 $1.13 Million - $1.21 Million	4 Added 1.79%	227 $64 Million
Q1 2018 Apr 18, 2018	BUY	$288000.0 - $325915.0 $864,000 - $977,745	3 Added 1.36%	223 $66.7 Million
Q4 2017 Jan 17, 2018	SELL	$271410.0 - $299360.0 $6.24 Million - $6.89 Million	-23 Reduced 9.47%	220 $65.4 Million
Q3 2017 Oct 17, 2017	BUY	$260500.0 - $275630.0 $63.3 Million - $67 Million	243	243 $66.8 Million

Others Institutions Holding BRK-A

# of Institutions

1,119

Shares Held

783K

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHAWAY INC

Ticker BRK-A
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 599,924
Market Cap $404B
Description
Berkshire Hathaway Inc., through its subsidiaries, engages in the insurance, freight rail transportation, and utility businesses worldwide. It provides property, casualty, life, accident, and health insurance and reinsurance; and operates railroad systems in North America. The company also generates, transmits, stores, and distributes electricit...

More about BRK-A

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Berkshire Hathaway Inc Transaction History