Sterling Financial Planning, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 2,186 shares of BRKB stock, worth $0. This represents 0.38% of its overall portfolio holdings.

Number of Shares

2,186

Previous 2,296 4.79%

Holding current value

Previous $934,000 7.71%

% of portfolio

0.38%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	N/A	-110 Reduced 4.79%	2,186 $1.01 Million
Q2 2024 Jul 30, 2024	SELL	N/A	-32 Reduced 1.37%	2,296 $934,000
Q1 2024 May 06, 2024	SELL	N/A	-251 Reduced 9.73%	2,328 $978,000
Q4 2023 Jan 31, 2024	BUY	N/A	196 Added 8.22%	2,579 $919,000
Q3 2023 Nov 03, 2023	BUY	N/A	3 Added 0.13%	2,383 $834,000
Q2 2023 Jul 28, 2023	BUY	N/A	74 Added 3.21%	2,380 $811,000
Q1 2023 May 03, 2023	SELL	N/A	-159 Reduced 6.45%	2,306 $712,000
Q4 2022 Feb 06, 2023	SELL	N/A	-422 Reduced 14.62%	2,465 $761,000
Q3 2022 Nov 01, 2022	SELL	N/A	-9 Reduced 0.31%	2,887 $771,000
Q2 2022 Jul 27, 2022	SELL	N/A	-75 Reduced 2.52%	2,896 $791,000
Q1 2022 May 10, 2022	SELL	N/A	-86 Reduced 2.81%	2,971 $1.05 Million
Q3 2021 Oct 28, 2021	SELL	N/A	-133 Reduced 4.17%	3,057 $834,000
Q4 2020 Feb 10, 2021	BUY	N/A	3,190 New	3,190 $740,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Sterling Financial Planning, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History