Laurel Wealth Planning LLC Berkshire Hathaway Inc Class B Transaction History

Laurel Wealth Planning LLC

$153 Million
Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 3,727 shares of BRK-B stock, worth $1.7 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

3,727

Previous 3,727 -0.0%

Holding current value

$1.7 Million

Previous $1.52 Million 13.13%

% of portfolio

1.12%

Previous 1.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$396.73 - $420.24 $16,265 - $17,229	-41 Reduced 1.09%	3,727 $1.52 Million
Q1 2024 Apr 22, 2024	BUY	$359.29 - $420.52 $3,233 - $3,784	9 Added 0.24%	3,768 $1.59 Million
Q4 2023 Feb 09, 2024	SELL	$331.71 - $362.68 $67,337 - $73,624	-203 Reduced 5.12%	3,759 $1.34 Million
Q2 2023 Jul 19, 2023	SELL	$309.07 - $341.0 $46,669 - $51,491	-151 Reduced 3.67%	3,962 $1.35 Million
Q3 2022 Nov 02, 2022	BUY	$264.32 - $306.65 $125,552 - $145,658	475 Added 13.06%	4,113 $1.1 Million
Q2 2022 Aug 09, 2022	SELL	$267.52 - $353.1 $66,880 - $88,275	-250 Reduced 6.43%	3,638 $993,000
Q4 2021 Feb 01, 2022	BUY	$273.64 - $300.17 $27,090 - $29,716	99 Added 2.61%	3,888 $1.16 Million
Q3 2021 Nov 12, 2021	BUY	$272.66 - $291.28 $357,457 - $381,868	1,311 Added 52.91%	3,789 $1.03 Million
Q2 2021 Aug 09, 2021	BUY	$258.2 - $292.52 $599,798 - $679,523	2,323 Added 1498.71%	2,478 $689,000
Q1 2021 May 06, 2021	SELL	$227.36 - $263.99 $5,001 - $5,807	-22 Reduced 12.43%	155 $40,000
Q4 2020 Feb 08, 2021	BUY	$200.7 - $233.92 $35,523 - $41,403	177 New	177 $0

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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Laurel Wealth Planning LLC Berkshire Hathaway Inc Class B Transaction History