Wealth Plan Investment Management, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Plan Investment Management, LLC

$590 Million
Q1 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 35,717 shares of BRK-B stock, worth $14.5 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

35,717

Previous 35,456 0.74%

Holding current value

$14.5 Million

Previous $12.6 Million 18.77%

% of portfolio

2.54%

Previous 2.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 16, 2024	BUY	$359.29 - $420.52 $93,774 - $109,755	261 Added 0.74%	35,717 $15 Million
Q4 2023 Jan 05, 2024	BUY	$331.71 - $362.68 $75,961 - $83,053	229 Added 0.65%	35,456 $12.6 Million
Q3 2023 Nov 15, 2023	SELL	$340.9 - $370.48 $20.6 Million - $22.4 Million	-60,409 Reduced 63.17%	35,227 $12.3 Million
Q3 2023 Nov 09, 2023	BUY	$340.9 - $370.48 $27.8 Million - $30.3 Million	81,669 Added 584.73%	95,636 $33.5 Million
Q2 2023 Aug 14, 2023	BUY	$309.07 - $341.0 $2.09 Million - $2.31 Million	6,778 Added 94.28%	13,967 $4.76 Million

Q2 2023 Jul 25, 2023	SELL	$309.07 - $341.0 $9.22 Million - $10.2 Million	-29,827 Reduced 80.58%	7,189 $2.45 Million
Q1 2023 May 08, 2023	SELL	$293.51 - $320.37 $27.9 Million - $30.5 Million	-95,134 Reduced 71.99%	37,016 $11.4 Million
Q4 2022 Feb 15, 2023	BUY	$264.0 - $318.6 $948,552 - $1.14 Million	3,593 Added 2.79%	132,150 $40.8 Million
Q3 2022 Dec 12, 2022	BUY	$264.32 - $306.65 $2.54 Million - $2.95 Million	9,625 Added 8.09%	128,557 $39.3 Million
Q1 2022 Sep 07, 2022	BUY	$300.79 - $359.57 $35.8 Million - $42.8 Million	118,932 New	118,932 $38.4 Million

Others Institutions Holding BRK-B

# of Institutions

4,163

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 $530B

More about BRK-B

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Wealth Plan Investment Management, LLC Berkshire Hathaway Inc Class B Transaction History