Cypress Financial Planning LLC Berkshire Hathaway Inc Class B Transaction History

Cypress Financial Planning LLC

$270 Million
Q3 2024

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 3,726 shares of BRK-B stock, worth $1.78 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

3,726

Previous 3,721 0.13%

Holding current value

$1.78 Million

Previous $1.51 Million 13.28%

% of portfolio

0.64%

Previous 0.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,377

Shares Held

841M

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 $623B

More about BRK-B

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Cypress Financial Planning LLC Berkshire Hathaway Inc Class B Transaction History