Summit Wealth & Retirement Planning, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Summit Wealth & Retirement Planning, Inc.

$300 Million
Q3 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,668 shares of BRKB stock, worth $0. This represents 0.26% of its overall portfolio holdings.

Number of Shares

1,668

Previous 2,285 27.0%

Holding current value

Previous $929,000 17.44%

% of portfolio

0.26%

Previous 0.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	N/A	-617 Reduced 27.0%	1,668 $767,000
Q2 2024 Aug 06, 2024	BUY	N/A	571 Added 33.31%	2,285 $929,000
Q1 2024 May 09, 2024	BUY	N/A	643 Added 60.04%	1,714 $720,000
Q2 2023 Jul 26, 2023	BUY	N/A	31 Added 2.98%	1,071 $365,000
Q2 2022 Aug 02, 2022	BUY	N/A	1,040 New	1,040 $284,000
Q3 2020 Nov 10, 2020	SELL	N/A	-2,271 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	N/A	-634 Reduced 21.82%	2,271 $405,000
Q1 2020 May 11, 2020	SELL	N/A	-1,097 Reduced 27.41%	2,905 $531,000
Q4 2019 Feb 10, 2020	SELL	N/A	-1,238 Reduced 23.63%	4,002 $906,000
Q1 2019 May 08, 2019	BUY	N/A	5,240 New	5,240 $1.05 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Summit Wealth & Retirement Planning, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History