Spartan Planning & Wealth Management Berkshire Hathwy Inc(Hldg Co)B Transaction History

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

A detailed history of Spartan Planning & Wealth Management transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 3,552 shares of BRKB stock, worth $0. This represents 1.46% of its overall portfolio holdings.

Number of Shares
3,552
Previous 2,224 59.71%
Holding current value
$0
Previous $1.08 Million 65.28%
% of portfolio
1.46%
Previous 0.97%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
N/A
1,328 Added 59.71%
3,552 $1.79 Million
Q2 2025

Jul 17, 2025
SELL
N/A
-640 Reduced 22.35%
2,224 $1.08 Million
Q1 2025

Apr 08, 2025
SELL
N/A
-683 Reduced 19.26%
2,864 $1.5 Million
Q4 2024

Jan 07, 2025
BUY
N/A
975 Added 37.91%
3,547 $1.61 Million
Q4 2023

Mar 12, 2024
BUY
N/A
1,672 Added 185.78%
2,572 $917,000
Q3 2023

Nov 17, 2023
SELL
N/A
-146 Reduced 13.96%
900 $315,000
Q4 2022

Feb 01, 2023
BUY
N/A
1,046 New
1,046 $323,000
Q2 2022

Aug 10, 2022
SELL
N/A
-770 Closed
0 $0
Q1 2022

May 16, 2022
BUY
N/A
770 New
770 $271,000

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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