Cypress Financial Planning LLC Berkshire Hathaway Inc Class B Transaction History

Cypress Financial Planning LLC

$302 Million
Q2 2025

A detailed history of Cypress Financial Planning LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cypress Financial Planning LLC holds 3,759 shares of BRK-B stock, worth $1.8 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

3,759

Previous 3,740 0.51%

Holding current value

$1.8 Million

Previous $1.96 Million 6.98%

% of portfolio

0.6%

Previous 0.71%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$483.48 - $539.8 $9,186 - $10,256	19 Added 0.51%	3,759 $1.83 Million
Q1 2025 Apr 09, 2025	SELL	$442.66 - $534.52 $885 - $1,069	-2 Reduced 0.05%	3,740 $1.96 Million
Q4 2024 Jan 13, 2025	BUY	$442.29 - $483.08 $7,076 - $7,729	16 Added 0.43%	3,742 $1.7 Million
Q3 2024 Oct 07, 2024	BUY	$405.19 - $478.57 $2,025 - $2,392	5 Added 0.13%	3,726 $1.71 Million
Q2 2024 Jul 16, 2024	BUY	$396.73 - $420.24 $336,427 - $356,363	848 Added 29.52%	3,721 $1.51 Million
Q1 2024 Apr 12, 2024	BUY	$359.29 - $420.52 $188,627 - $220,773	525 Added 22.36%	2,873 $1.21 Million
Q4 2023 Jan 09, 2024	SELL	$331.71 - $362.68 $181,445 - $198,385	-547 Reduced 18.89%	2,348 $837,000
Q3 2023 Oct 10, 2023	SELL	$340.9 - $370.48 $85,225 - $92,620	-250 Reduced 7.95%	2,895 $1.01 Million
Q2 2023 Jul 11, 2023	SELL	$309.07 - $341.0 $11,126 - $12,276	-36 Reduced 1.13%	3,145 $1.07 Million
Q1 2023 Apr 07, 2023	SELL	$293.51 - $320.37 $95,390 - $104,120	-325 Reduced 9.27%	3,181 $982,000
Q4 2022 Jan 30, 2023	BUY	$264.0 - $318.6 $1,584 - $1,911	6 Added 0.17%	3,506 $1.08 Million
Q3 2022 Oct 13, 2022	BUY	$264.32 - $306.65 $528 - $613	2 Added 0.06%	3,500 $935,000
Q2 2022 Jul 20, 2022	BUY	$267.52 - $353.1 $935,784 - $1.24 Million	3,498 New	3,498 $955,000

Others Institutions Holding BRK-B

# of Institutions

4,976

Shares Held

901M

Call Options Held

19M

Put Options Held

12.1M

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 $622B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Account

Cypress Financial Planning LLC Berkshire Hathaway Inc Class B Transaction History