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

Summit Wealth & Retirement Planning, Inc.

$312 Million
Q1 2025

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 2,019 shares of BRK-B stock, worth $979,215. This represents 0.35% of its overall portfolio holdings.

Number of Shares

2,019

Previous 1,948 3.64%

Holding current value

$979,215

Previous $882,000 21.88%

% of portfolio

0.35%

Previous 0.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$442.66 - $534.52 $31,428 - $37,950	71 Added 3.64%	2,019 $1.08 Million
Q4 2024 Jan 28, 2025	BUY	$442.29 - $483.08 $123,841 - $135,262	280 Added 16.79%	1,948 $882,000
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

4,963

Shares Held

900M

Call Options Held

19.4M

Put Options Held

12.1M

View Full List

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 $631B

More about BRK-B

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