Summit Wealth & Retirement Planning, Inc. Berkshire Hathaway Inc Class B Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $300 Million
  • Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,668 shares of BRK-B stock, worth $787,396. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,668
Previous 2,285 27.0%
Holding current value
$787,396
Previous $929,000 17.44%
% of portfolio
0.26%
Previous 0.33%

Shares

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

Nov 01, 2024
SELL
$405.19 - $478.57 $250,002 - $295,277
-617 Reduced 27.0%
1,668 $767,000
Q2 2024

Aug 06, 2024
BUY
$396.73 - $420.24 $226,532 - $239,957
571 Added 33.31%
2,285 $929,000
Q1 2024

May 09, 2024
BUY
$359.29 - $420.52 $231,023 - $270,394
643 Added 60.04%
1,714 $720,000
Q2 2023

Jul 26, 2023
BUY
$309.07 - $341.0 $9,581 - $10,571
31 Added 2.98%
1,071 $365,000
Q2 2022

Aug 02, 2022
BUY
$267.52 - $353.1 $278,220 - $367,224
1,040 New
1,040 $284,000
Q3 2020

Nov 10, 2020
SELL
$177.99 - $221.68 $404,215 - $503,435
-2,271 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
$169.25 - $201.56 $107,304 - $127,789
-634 Reduced 21.82%
2,271 $405,000
Q1 2020

May 11, 2020
SELL
$162.13 - $230.2 $177,856 - $252,529
-1,097 Reduced 27.41%
2,905 $531,000
Q4 2019

Feb 10, 2020
SELL
$203.1 - $227.05 $251,437 - $281,087
-1,238 Reduced 23.63%
4,002 $906,000
Q1 2019

May 08, 2019
BUY
$191.66 - $209.19 $1 Million - $1.1 Million
5,240 New
5,240 $1.05 Million

Others Institutions Holding BRK-B

# of Institutions
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $614B
More about BRK-B
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