A detailed history of Sequent Planning LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sequent Planning LLC holds 1,966 shares of BRK-B stock, worth $928,069. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,966
Previous 2,297 14.41%
Holding current value
$928,069
Previous $931 Million 2.78%
% of portfolio
0.31%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$405.19 - $478.57 $134,117 - $158,406
-331 Reduced 14.41%
1,966 $905 Million
Q2 2024

Aug 12, 2024

BUY
$396.73 - $420.24 $122,192 - $129,433
308 Added 15.49%
2,297 $931 Million
Q1 2024

May 14, 2024

BUY
$359.29 - $420.52 $714,627 - $836,414
1,989 New
1,989 $836 Million

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 $614B
More about BRK-B
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.