Falcon Wealth Planning Berkshire Hathaway Inc Class B Transaction History

Falcon Wealth Planning

  • $769 Million
  • Q2 2024

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 1,785 shares of BRK-B stock, worth $774,707. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,785
Previous 1,694 5.37%
Holding current value
$774,707
Previous $712,000 1.97%
% of portfolio
0.09%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,181
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.78M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $565B
More about BRK-B
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