Valtinson Bruner Financial Planning LLC Berkshire Hathaway Inc Class B Transaction History

Valtinson Bruner Financial Planning LLC

$185 Million
Q1 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 2,751 shares of BRK-B stock, worth $1.13 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

2,751

Previous 2,827 2.69%

Holding current value

$1.13 Million

Previous $1.01 Million 14.68%

% of portfolio

0.62%

Previous 0.6%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$359.29 - $420.52 $27,306 - $31,959	-76 Reduced 2.69%	2,751 $1.16 Million
Q4 2023 Feb 06, 2024	BUY	$331.71 - $362.68 $16,585 - $18,134	50 Added 1.8%	2,827 $1.01 Million
Q3 2023 Oct 24, 2023	SELL	$340.9 - $370.48 $90,338 - $98,177	-265 Reduced 8.71%	2,777 $972,000
Q2 2023 Jul 24, 2023	BUY	$309.07 - $341.0 $5,254 - $5,797	17 Added 0.56%	3,042 $1.04 Million
Q4 2022 Jan 19, 2023	BUY	$264.0 - $318.6 $192,456 - $232,259	729 Added 31.75%	3,025 $0

Q3 2022 Nov 09, 2022	SELL	$264.32 - $306.65 $100,441 - $116,526	-380 Reduced 14.2%	2,296 $613,000
Q1 2022 Apr 15, 2022	BUY	$300.79 - $359.57 $112,194 - $134,119	373 Added 16.2%	2,676 $921,000
Q4 2021 Jan 18, 2022	BUY	$273.64 - $300.17 $19,154 - $21,011	70 Added 3.13%	2,303 $689,000
Q3 2021 Oct 21, 2021	BUY	$272.66 - $291.28 $69,800 - $74,567	256 Added 12.95%	2,233 $642,000
Q2 2021 Jul 28, 2021	BUY	$258.2 - $292.52 $3,098 - $3,510	12 Added 0.61%	1,977 $555,000
Q1 2021 Apr 16, 2021	BUY	$227.36 - $263.99 $3,637 - $4,223	16 Added 0.82%	1,965 $529,000
Q1 2020 May 05, 2020	SELL	$162.13 - $230.2 $81,875 - $116,251	-505 Reduced 20.58%	1,949 $347,000
Q4 2019 Jan 07, 2020	BUY	$203.1 - $227.05 $23,559 - $26,337	116 Added 4.96%	2,454 $557,000
Q3 2019 Oct 17, 2019	SELL	$195.81 - $215.25 $391 - $430	-2 Reduced 0.09%	2,338 $486,000
Q1 2019 Apr 22, 2019	BUY	$191.66 - $209.19 $4,408 - $4,811	23 Added 0.99%	2,340 $470,000
Q4 2018 Jan 29, 2019	BUY	$187.76 - $223.76 $435,039 - $518,451	2,317 New	2,317 $473,000

Others Institutions Holding BRK-B

# of Institutions

4,169

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $534B

More about BRK-B

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Valtinson Bruner Financial Planning LLC Berkshire Hathaway Inc Class B Transaction History