Stonebridge Financial Planning Group, LLC Berkshire Hathaway Inc Class B Transaction History

Stonebridge Financial Planning Group, LLC

  • $229 Million
  • Q2 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 691 shares of BRK-B stock, worth $329,696. This represents 0.15% of its overall portfolio holdings.

Number of Shares
691
Previous 671 2.98%
Holding current value
$329,696
Previous $357,000 6.16%
% of portfolio
0.15%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$483.48 - $539.8 $9,669 - $10,796
20 Added 2.98%
691 $335,000
Q4 2024

Feb 18, 2025
SELL
$442.29 - $483.08 $26,095 - $28,501
-59 Reduced 8.08%
671 $304,000
Q3 2024

Nov 08, 2024
SELL
$405.19 - $478.57 $52,674 - $62,214
-130 Reduced 15.12%
730 $335,000
Q2 2023

Aug 11, 2023
SELL
$309.07 - $341.0 $9,890 - $10,912
-32 Reduced 3.59%
860 $293,000
Q1 2023

May 03, 2023
BUY
$293.51 - $320.37 $4,109 - $4,485
14 Added 1.59%
892 $275,000
Q4 2022

Jan 18, 2023
SELL
$264.0 - $318.6 $7,920 - $9,558
-30 Reduced 3.3%
878 $0
Q4 2021

Feb 02, 2022
SELL
$273.64 - $300.17 $8,209 - $9,005
-30 Reduced 3.2%
908 $284,000
Q2 2020

Jul 24, 2020
BUY
$169.25 - $201.56 $3,046 - $3,628
18 Added 1.96%
938 $168,000
Q1 2020

Apr 15, 2020
BUY
$162.13 - $230.2 $16,213 - $23,020
100 Added 12.2%
920 $176,000
Q4 2019

Feb 07, 2020
BUY
$203.1 - $227.05 $166,542 - $186,181
820 New
820 $186,000

Others Institutions Holding BRK-B

# of Institutions
5,038
Shares Held
924M
Call Options Held
17.4M
Put Options Held
13.1M
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 $621B
More about BRK-B
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