Spartan Planning & Wealth Management Berkshire Hathaway Inc Class B Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 2,572 shares of BRK-B stock, worth $1.17 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
2,572
Previous 900 185.78%
Holding current value
$1.17 Million
Previous $315,000 191.11%
% of portfolio
1.02%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
BUY
$331.71 - $362.68 $554,619 - $606,400
1,672 Added 185.78%
2,572 $917,000
Q3 2023

Nov 17, 2023
SELL
$340.9 - $370.48 $49,771 - $54,090
-146 Reduced 13.96%
900 $315,000
Q4 2022

Feb 01, 2023
BUY
$264.0 - $318.6 $276,144 - $333,255
1,046 New
1,046 $323,000
Q2 2022

Aug 10, 2022
SELL
$267.52 - $353.1 $205,990 - $271,887
-770 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$300.79 - $359.57 $231,608 - $276,868
770 New
770 $271,000

Others Institutions Holding BRK-B

# of Institutions
4,264
Shares Held
843M
Call Options Held
17.1M
Put Options Held
9.27M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $589B
More about BRK-B
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