Mark Sheptoff Financial Planning, LLC Berkshire Hathaway Inc Class B Transaction History

Mark Sheptoff Financial Planning, LLC

$179 Million
Q1 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 7,162 shares of BRK-B stock, worth $2.91 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

7,162

Previous 7,210 0.67%

Holding current value

$2.91 Million

Previous $2.57 Million 17.11%

% of portfolio

1.68%

Previous 1.55%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$359.29 - $420.52 $17,245 - $20,184	-48 Reduced 0.67%	7,162 $3.01 Million
Q4 2023 Feb 09, 2024	SELL	$331.71 - $362.68 $3,980 - $4,352	-12 Reduced 0.17%	7,210 $2.57 Million
Q3 2023 Nov 09, 2023	BUY	$340.9 - $370.48 $12,272 - $13,337	36 Added 0.5%	7,222 $2.53 Million
Q1 2023 May 11, 2023	SELL	$293.51 - $320.37 $14,675 - $16,018	-50 Reduced 0.69%	7,186 $2.22 Million
Q1 2022 May 12, 2022	SELL	$300.79 - $359.57 $63,165 - $75,509	-210 Reduced 2.82%	7,236 $2.55 Million

Q4 2021 Feb 11, 2022	SELL	$273.64 - $300.17 $8,209 - $9,005	-30 Reduced 0.4%	7,446 $2.23 Million
Q3 2021 Nov 10, 2021	SELL	$272.66 - $291.28 $47,715 - $50,973	-175 Reduced 2.29%	7,476 $2.04 Million
Q2 2021 Aug 12, 2021	BUY	$258.2 - $292.52 $27,111 - $30,714	105 Added 1.39%	7,651 $2.13 Million
Q1 2021 May 11, 2021	SELL	$227.36 - $263.99 $57,976 - $67,317	-255 Reduced 3.27%	7,546 $1.93 Million
Q4 2020 Feb 11, 2021	SELL	$200.7 - $233.92 $153,535 - $178,948	-765 Reduced 8.93%	7,801 $1.81 Million
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $253,635 - $315,894	-1,425 Reduced 14.26%	8,566 $1.82 Million
Q2 2020 Aug 10, 2020	SELL	$169.25 - $201.56 $147,924 - $176,163	-874 Reduced 8.04%	9,991 $1.78 Million
Q1 2020 May 07, 2020	SELL	$162.13 - $230.2 $119,165 - $169,197	-735 Reduced 6.34%	10,865 $1.99 Million
Q4 2019 Feb 10, 2020	SELL	$203.1 - $227.05 $231,534 - $258,837	-1,140 Reduced 8.95%	11,600 $2.63 Million
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $1.09 Million - $1.2 Million	-5,584 Reduced 30.47%	12,740 $2.65 Million
Q2 2019 Aug 12, 2019	SELL	$197.42 - $218.6 $93,774 - $103,835	-475 Reduced 2.53%	18,324 $3.91 Million
Q1 2019 May 10, 2019	SELL	$191.66 - $209.19 $36,223 - $39,536	-189 Reduced 1.0%	18,799 $3.78 Million
Q4 2018 Feb 11, 2019	SELL	$187.76 - $223.76 $23,470 - $27,970	-125 Reduced 0.65%	18,988 $3.88 Million
Q3 2018 Nov 13, 2018	SELL	$186.02 - $221.68 $44,644 - $53,203	-240 Reduced 1.24%	19,113 $4.09 Million
Q2 2018 Aug 09, 2018	SELL	$184.91 - $201.2 $7,396 - $8,048	-40 Reduced 0.21%	19,353 $3.61 Million
Q1 2018 May 08, 2018	SELL	$191.42 - $217.25 $382 - $434	-2 Reduced 0.01%	19,393 $3.87 Million
Q4 2017 Feb 09, 2018	SELL	$181.06 - $199.56 $57,939 - $63,859	-320 Reduced 1.62%	19,395 $3.84 Million
Q3 2017 Nov 09, 2017	BUY	$173.99 - $183.82 $3.43 Million - $3.62 Million	19,715	19,715 $3.61 Million

Others Institutions Holding BRK-B

# of Institutions

4,161

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $529B

More about BRK-B

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Mark Sheptoff Financial Planning, LLC Berkshire Hathaway Inc Class B Transaction History