A detailed history of Sterling Financial Planning, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 2,186 shares of BRK-B stock, worth $1.04 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
2,186
Previous 2,296 4.79%
Holding current value
$1.04 Million
Previous $934,000 7.71%
% of portfolio
0.38%
Previous 0.39%

Shares

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

Oct 31, 2024

SELL
$405.19 - $478.57 $44,570 - $52,642
-110 Reduced 4.79%
2,186 $1.01 Million
Q2 2024

Jul 30, 2024

SELL
$396.73 - $420.24 $12,695 - $13,447
-32 Reduced 1.37%
2,296 $934,000
Q1 2024

May 06, 2024

SELL
$359.29 - $420.52 $90,181 - $105,550
-251 Reduced 9.73%
2,328 $978,000
Q4 2023

Jan 31, 2024

BUY
$331.71 - $362.68 $65,015 - $71,085
196 Added 8.22%
2,579 $919,000
Q3 2023

Nov 03, 2023

BUY
$340.9 - $370.48 $1,022 - $1,111
3 Added 0.13%
2,383 $834,000
Q2 2023

Jul 28, 2023

BUY
$309.07 - $341.0 $22,871 - $25,234
74 Added 3.21%
2,380 $811,000
Q1 2023

May 03, 2023

SELL
$293.51 - $320.37 $46,668 - $50,938
-159 Reduced 6.45%
2,306 $712,000
Q4 2022

Feb 06, 2023

SELL
$264.0 - $318.6 $111,408 - $134,449
-422 Reduced 14.62%
2,465 $761,000
Q3 2022

Nov 01, 2022

SELL
$264.32 - $306.65 $2,378 - $2,759
-9 Reduced 0.31%
2,887 $771,000
Q2 2022

Jul 27, 2022

SELL
$267.52 - $353.1 $20,064 - $26,482
-75 Reduced 2.52%
2,896 $791,000
Q1 2022

May 10, 2022

SELL
$300.79 - $359.57 $25,867 - $30,923
-86 Reduced 2.81%
2,971 $1.05 Million
Q3 2021

Oct 28, 2021

SELL
$272.66 - $291.28 $36,263 - $38,740
-133 Reduced 4.17%
3,057 $834,000
Q4 2020

Feb 10, 2021

BUY
$200.7 - $233.92 $640,233 - $746,204
3,190 New
3,190 $740,000

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 $620B
More about BRK-B
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