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 730 shares of BRK-B stock, worth $347,896. This represents 0.17% of its overall portfolio holdings.

Number of Shares
730
Previous 860 15.12%
Holding current value
$347,896
Previous $349,000 4.01%
% of portfolio
0.17%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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