A detailed history of Holistic Financial Partners transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Holistic Financial Partners holds 1,005 shares of BRKB stock, worth $0. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,005
Previous 1,070 6.07%
Holding current value
$0
Previous $435,000 6.21%
% of portfolio
0.23%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
N/A
-65 Reduced 6.07%
1,005 $462,000
Q2 2024

Jul 30, 2024

BUY
N/A
91 Added 9.3%
1,070 $435,000
Q1 2024

May 08, 2024

BUY
N/A
72 Added 7.94%
979 $411,000
Q4 2023

Feb 12, 2024

BUY
N/A
907 New
907 $323,000
Q1 2020

May 05, 2020

SELL
N/A
-1,093 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
N/A
1,093 New
1,093 $248,000
Q2 2018

Aug 14, 2018

SELL
N/A
-517 Closed
0 $0
Q1 2018

May 14, 2018

BUY
N/A
9 Added 1.77%
517 $103,000
Q4 2017

Feb 09, 2018

BUY
N/A
508
508 $101,000

Others Institutions Holding BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
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