Falcon Wealth Planning Berkshire Hathaway Inc Class B Transaction History

Falcon Wealth Planning

$889 Million
Q2 2025

A detailed history of Falcon Wealth Planning transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Falcon Wealth Planning holds 3,158 shares of BRK-B stock, worth $1.55 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,158

Previous 2,386 32.36%

Holding current value

$1.55 Million

Previous $1.27 Million 20.79%

% of portfolio

0.17%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$483.48 - $539.8 $373,246 - $416,725	772 Added 32.36%	3,158 $1.53 Million
Q1 2025 Apr 24, 2025	BUY	$442.66 - $534.52 $204,066 - $246,413	461 Added 23.95%	2,386 $1.27 Million
Q4 2024 Jan 22, 2025	BUY	$442.29 - $483.08 $26,537 - $28,984	60 Added 3.22%	1,925 $872,000
Q3 2024 Oct 30, 2024	BUY	$405.19 - $478.57 $32,415 - $38,285	80 Added 4.48%	1,865 $858,000
Q2 2024 Jul 16, 2024	BUY	$396.73 - $420.24 $36,102 - $38,241	91 Added 5.37%	1,785 $726,000
Q1 2024 Apr 15, 2024	SELL	$359.29 - $420.52 $40,599 - $47,518	-113 Reduced 6.25%	1,694 $712,000
Q4 2023 Jan 10, 2024	BUY	$331.71 - $362.68 $92,878 - $101,550	280 Added 18.34%	1,807 $644,000
Q3 2023 Oct 05, 2023	SELL	$340.9 - $370.48 $27,272 - $29,638	-80 Reduced 4.98%	1,527 $534,000
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $105,701 - $116,622	342 Added 27.04%	1,607 $547,000
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $3,700 - $4,293	14 Added 1.12%	1,265 $338,000
Q2 2022 Jul 20, 2022	BUY	$267.52 - $353.1 $24,879 - $32,838	93 Added 8.03%	1,251 $342,000
Q1 2022 May 05, 2022	SELL	$300.79 - $359.57 $40,907 - $48,901	-136 Reduced 10.51%	1,158 $409,000
Q4 2021 Jan 24, 2022	BUY	$273.64 - $300.17 $2,462 - $2,701	9 Added 0.7%	1,294 $387,000
Q3 2021 Oct 19, 2021	BUY	$272.66 - $291.28 $350,368 - $374,294	1,285 New	1,285 $351,000

Others Institutions Holding BRK-B

# of Institutions

5,046

Shares Held

925M

Call Options Held

17.4M

Put Options Held

13.1M

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 $637B

More about BRK-B

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Falcon Wealth Planning Berkshire Hathaway Inc Class B Transaction History