A detailed history of Investment Planning Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 1,015 shares of BRK-B stock, worth $503,835. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,015
Previous 749 35.51%
Holding current value
$503,835
Previous $363,000 40.5%
% of portfolio
0.19%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$459.11 - $506.91 $122,123 - $134,838
266 Added 35.51%
1,015 $510,000
Q2 2025

Jul 21, 2025

BUY
$483.48 - $539.8 $84,609 - $94,464
175 Added 30.49%
749 $363,000
Q1 2025

Apr 22, 2025

BUY
$442.66 - $534.52 $254,086 - $306,814
574 New
574 $305,000

Others Institutions Holding BRK-B

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 $646B
More about BRK-B
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