Leicht Financial Planning & Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

A detailed history of Leicht Financial Planning & Wealth Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Leicht Financial Planning & Wealth Management, Inc. holds 1,132 shares of BRK-B stock, worth $513,022. This represents 0.26% of its overall portfolio holdings.

Number of Shares

1,132

Previous 1,110 1.98%

Holding current value

$513,022

Previous $451,000 15.52%

% of portfolio

0.26%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$405.19 - $478.57 $8,914 - $10,528	22 Added 1.98%	1,132 $521,000
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $11,137 - $13,036	31 Added 2.87%	1,110 $466,000
Q4 2023 Jan 12, 2024	BUY	$331.71 - $362.68 $2,985 - $3,264	9 Added 0.84%	1,079 $384,000
Q3 2023 Oct 24, 2023	BUY	$340.9 - $370.48 $6,818 - $7,409	20 Added 1.9%	1,070 $374,000
Q1 2023 May 04, 2023	BUY	$293.51 - $320.37 $25,535 - $27,872	87 Added 9.03%	1,050 $324,000
Q2 2022 Oct 28, 2022	SELL	$267.52 - $353.1 $257,621 - $340,035	-963 Reduced 50.0%	963 $263,000
Q2 2022 Jul 13, 2022	BUY	$267.52 - $353.1 $257,621 - $340,035	963 Added 100.0%	1,926 $263,000
Q1 2022 Apr 26, 2022	BUY	$300.79 - $359.57 $2,406 - $2,876	8 Added 0.84%	963 $340,000
Q3 2021 Oct 22, 2021	BUY	$272.66 - $291.28 $2,453 - $2,621	9 Added 0.95%	955 $262,000
Q1 2021 Apr 20, 2021	SELL	$227.36 - $263.99 $215,082 - $249,734	-946 Reduced 50.0%	946 $242,000
Q1 2021 Apr 19, 2021	BUY	$227.36 - $263.99 $218,720 - $253,958	962 Added 103.44%	1,892 $242,000
Q4 2020 Jan 22, 2021	BUY	$200.7 - $233.92 $186,651 - $217,545	930 New	930 $215,000
Q2 2020 Jul 10, 2020	SELL	$169.25 - $201.56 $228,487 - $272,106	-1,350 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$162.13 - $230.2 $218,875 - $310,770	1,350 New	1,350 $247,000

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

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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Leicht Financial Planning & Wealth Management, Inc. Berkshire Hathaway Inc Class B Transaction History