Mps Loria Financial Planners, LLC Berkshire Hathaway Inc Class B Transaction History

Mps Loria Financial Planners, LLC

$309 Million
Q2 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 3,307 shares of BRK-B stock, worth $1.54 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

3,307

Previous 3,183 3.9%

Holding current value

$1.54 Million

Previous $1.34 Million 0.52%

% of portfolio

0.43%

Previous 0.45%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$396.73 - $420.24 $49,194 - $52,109	124 Added 3.9%	3,307 $1.35 Million
Q1 2024 Apr 17, 2024	SELL	$359.29 - $420.52 $23,713 - $27,754	-66 Reduced 2.03%	3,183 $1.34 Million
Q4 2023 Feb 07, 2024	SELL	$331.71 - $362.68 $168,508 - $184,241	-508 Reduced 13.52%	3,249 $1.16 Million
Q3 2023 Oct 20, 2023	SELL	$340.9 - $370.48 $128,519 - $139,670	-377 Reduced 9.12%	3,757 $1.32 Million
Q1 2023 Apr 11, 2023	BUY	$293.51 - $320.37 $35,221 - $38,444	120 Added 2.99%	4,134 $1.28 Million
Q4 2022 Jan 23, 2023	SELL	$264.0 - $318.6 $23,232 - $28,036	-88 Reduced 2.15%	4,014 $0
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $31,454 - $36,491	119 Added 2.99%	4,102 $1.1 Million
Q2 2022 Jul 19, 2022	SELL	$267.52 - $353.1 $280,896 - $370,755	-1,050 Reduced 20.86%	3,983 $1.09 Million
Q1 2022 May 10, 2022	BUY	$300.79 - $359.57 $1.51 Million - $1.81 Million	5,033 New	5,033 $1.78 Million
Q2 2021 Jul 20, 2021	SELL	$258.2 - $292.52 $1.54 Million - $1.75 Million	-5,983 Closed	0 $0
Q1 2021 May 03, 2021	SELL	$227.36 - $263.99 $90,944 - $105,596	-400 Reduced 6.27%	5,983 $1.53 Million
Q4 2020 Feb 02, 2021	BUY	$200.7 - $233.92 $30,305 - $35,321	151 Added 2.42%	6,383 $1.46 Million
Q2 2020 Aug 13, 2020	BUY	$169.25 - $201.56 $191,760 - $228,367	1,133 Added 22.22%	6,232 $1.11 Million
Q1 2020 May 05, 2020	BUY	$162.13 - $230.2 $826,700 - $1.17 Million	5,099 New	5,099 $932,000
Q1 2020 May 01, 2020	SELL	$162.13 - $230.2 $842,913 - $1.2 Million	-5,199 Closed	0 $0
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $39,162 - $43,050	-200 Reduced 3.7%	5,199 $1.08 Million
Q1 2019 Apr 25, 2019	SELL	$191.66 - $209.19 $14,757 - $16,107	-77 Reduced 1.41%	5,399 $1.09 Million
Q4 2018 Jan 10, 2019	BUY	$187.76 - $223.76 $15,959 - $19,019	85 Added 1.58%	5,476 $1.12 Million
Q3 2018 Nov 08, 2018	BUY	$186.02 - $221.68 $35,715 - $42,562	192 Added 3.69%	5,391 $1.15 Million
Q2 2017 Sep 18, 2017	BUY	N/A	5,199	5,199 $923,000

Others Institutions Holding BRK-B

# of Institutions

4,253

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $605B

More about BRK-B

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Mps Loria Financial Planners, LLC Berkshire Hathaway Inc Class B Transaction History