Cypress Financial Planning LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Cypress Financial Planning LLC

$270 Million
Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Cypress Financial Planning LLC holds 3,742 shares of BRKB stock, worth $0. This represents 0.63% of its overall portfolio holdings.

Number of Shares

3,742

Previous 3,726 0.43%

Holding current value

Previous $1.71 Million 1.05%

% of portfolio

0.63%

Previous 0.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	N/A	16 Added 0.43%	3,742 $1.7 Million
Q3 2024 Oct 07, 2024	BUY	N/A	5 Added 0.13%	3,726 $1.71 Million
Q2 2024 Jul 16, 2024	BUY	N/A	848 Added 29.52%	3,721 $1.51 Million
Q1 2024 Apr 12, 2024	BUY	N/A	525 Added 22.36%	2,873 $1.21 Million
Q4 2023 Jan 09, 2024	SELL	N/A	-547 Reduced 18.89%	2,348 $837,000
Q3 2023 Oct 10, 2023	SELL	N/A	-250 Reduced 7.95%	2,895 $1.01 Million
Q2 2023 Jul 11, 2023	SELL	N/A	-36 Reduced 1.13%	3,145 $1.07 Million
Q1 2023 Apr 07, 2023	SELL	N/A	-325 Reduced 9.27%	3,181 $982,000
Q4 2022 Jan 30, 2023	BUY	N/A	6 Added 0.17%	3,506 $1.08 Million
Q3 2022 Oct 13, 2022	BUY	N/A	2 Added 0.06%	3,500 $935,000
Q2 2022 Jul 20, 2022	BUY	N/A	3,498 New	3,498 $955,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Cypress Financial Planning LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History