Stonebridge Financial Planning Group, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 671 shares of BRKB stock, worth $0. This represents 0.14% of its overall portfolio holdings.

Number of Shares
671
Previous 730 8.08%
Holding current value
$0
Previous $335,000 9.25%
% of portfolio
0.14%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
SELL
N/A
-59 Reduced 8.08%
671 $304,000
Q3 2024

Nov 08, 2024
SELL
N/A
-130 Reduced 15.12%
730 $335,000
Q2 2023

Aug 11, 2023
SELL
N/A
-32 Reduced 3.59%
860 $293,000
Q1 2023

May 03, 2023
BUY
N/A
14 Added 1.59%
892 $275,000
Q4 2022

Jan 18, 2023
SELL
N/A
-30 Reduced 3.3%
878 $0
Q4 2021

Feb 02, 2022
SELL
N/A
-30 Reduced 3.2%
908 $284,000
Q2 2020

Jul 24, 2020
BUY
N/A
18 Added 1.96%
938 $168,000
Q1 2020

Apr 15, 2020
BUY
N/A
100 Added 12.2%
920 $176,000
Q4 2019

Feb 07, 2020
BUY
N/A
820 New
820 $186,000

Others Institutions Holding BRKB

# of Institutions
86
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
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email