Holistic Planning, LLC Berkshire Hathaway Inc Class B Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Holistic Planning, LLC holds 1,678 shares of BRK-B stock, worth $760,469. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,678
Previous 1,593 5.34%
Holding current value
$760,469
Previous $670 Million 15.29%
% of portfolio
0.33%
Previous 0.51%

Shares

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

Nov 01, 2024
BUY
$405.19 - $478.57 $34,441 - $40,678
85 Added 5.34%
1,678 $772 Million
Q1 2024

May 01, 2024
SELL
$359.29 - $420.52 $359 - $420
-1 Reduced 0.06%
1,593 $670 Million
Q4 2023

Feb 14, 2024
BUY
$331.71 - $362.68 $528,745 - $578,111
1,594 New
1,594 $569 Million

Others Institutions Holding BRK-B

# of Institutions
4,381
Shares Held
839M
Call Options Held
21M
Put Options Held
13M
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 $590B
More about BRK-B
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