Total Wealth Planning, LLC Berkshire Hathaway Inc Class B Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Total Wealth Planning, LLC holds 606 shares of BRK-B stock, worth $308,417. This represents 0.04% of its overall portfolio holdings.

Number of Shares
606
Previous 557 8.8%
Holding current value
$308,417
Previous $270,000 12.59%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$459.11 - $506.91 $22,496 - $24,838
49 Added 8.8%
606 $304,000
Q2 2025

Jul 15, 2025
BUY
$483.48 - $539.8 $62,368 - $69,634
129 Added 30.14%
557 $270,000
Q1 2025

Apr 15, 2025
BUY
$442.66 - $534.52 $189,458 - $228,774
428 New
428 $224,000

Others Institutions Holding BRK-B

# of Institutions
5,128
Shares Held
882M
Call Options Held
19.6M
Put Options Held
15.2M
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 $662B
More about BRK-B
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