Wealth Plan Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 78,775 shares of BRK-B stock, worth $37.5 Million. This represents 4.87% of its overall portfolio holdings.

Number of Shares

78,775

Previous 94,733 16.85%

Holding current value

$37.5 Million

Previous $38.5 Billion 5.92%

% of portfolio

4.87%

Previous 4.14%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$405.19 - $478.57 $6.47 Million - $7.64 Million	-15,958 Reduced 16.85%	78,775 $36.3 Billion
Q2 2024 Aug 09, 2024	BUY	$396.73 - $420.24 $201,935 - $213,902	509 Added 0.54%	94,733 $38.5 Billion
Q1 2024 May 07, 2024	SELL	$359.29 - $420.52 $1.2 Million - $1.41 Million	-3,347 Reduced 3.43%	94,224 $39.6 Billion
Q4 2023 Jan 05, 2024	BUY	$331.71 - $362.68 $641,858 - $701,785	1,935 Added 2.02%	97,571 $34.8 Billion
Q3 2023 Nov 01, 2023	BUY	$340.9 - $370.48 $5.01 Million - $5.44 Million	14,695 Added 18.16%	95,636 $33.5 Billion
Q2 2023 Jul 31, 2023	SELL	$309.07 - $341.0 $4.16 Million - $4.59 Million	-13,455 Reduced 14.25%	80,941 $27.6 Billion
Q1 2023 May 10, 2023	SELL	$293.51 - $320.37 $11 Million - $12 Million	-37,555 Reduced 28.46%	94,396 $29.1 Billion
Q4 2022 Feb 16, 2023	BUY	$264.0 - $318.6 $3.44 Million - $4.15 Million	13,019 Added 10.95%	131,951 $41 Billion
Q1 2022 May 03, 2022	SELL	$300.79 - $359.57 $1.15 Million - $1.37 Million	-3,815 Reduced 3.11%	118,932 $38.4 Million
Q4 2021 Feb 01, 2022	BUY	$273.64 - $300.17 $538,249 - $590,434	1,967 Added 1.63%	122,747 $38.4 Million
Q3 2021 Dec 09, 2021	BUY	$272.66 - $291.28 $64,347 - $68,742	236 Added 0.2%	120,780 $33 Million
Q2 2021 Aug 19, 2021	BUY	$258.2 - $292.52 $184,613 - $209,151	715 Added 0.6%	120,544 $35.1 Million
Q1 2021 May 11, 2021	SELL	$227.36 - $263.99 $776,207 - $901,261	-3,414 Reduced 2.77%	119,829 $33.6 Million
Q4 2020 Feb 09, 2021	SELL	$200.7 - $233.92 $3.97 Million - $4.63 Million	-19,793 Reduced 13.84%	123,243 $29.1 Million
Q3 2020 Dec 18, 2020	SELL	$177.99 - $221.68 $21.9 Million - $27.3 Million	-123,286 Reduced 46.29%	143,036 $32.1 Million
Q2 2020 Aug 19, 2020	SELL	$169.25 - $201.56 $1.24 Million - $1.47 Million	-7,300 Reduced 2.67%	266,322 $56.5 Million
Q1 2020 May 15, 2020	BUY	$162.13 - $230.2 $362,684 - $514,957	2,237 Added 0.82%	273,622 $46.8 Million
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $1.37 Million - $1.53 Million	6,748 Added 2.55%	271,385 $61.7 Million
Q3 2019 Nov 15, 2019	BUY	$195.81 - $215.25 $105,149 - $115,589	537 Added 0.2%	264,637 $58.2 Million
Q2 2019 Aug 19, 2019	SELL	$197.42 - $218.6 $769,345 - $851,884	-3,897 Reduced 1.45%	264,100 $52.5 Million
Q1 2019 May 16, 2019	SELL	$191.66 - $209.19 $402,294 - $439,089	-2,099 Reduced 0.78%	267,997 $54.4 Million
Q4 2018 Feb 20, 2019	SELL	$187.76 - $223.76 $1.26 Million - $1.5 Million	-6,716 Reduced 2.43%	270,096 $55.4 Million
Q3 2018 Nov 21, 2018	SELL	$186.02 - $221.68 $319,582 - $380,846	-1,718 Reduced 0.62%	276,812 $58.3 Million
Q2 2018 Aug 16, 2018	BUY	$184.91 - $201.2 $1.91 Million - $2.08 Million	10,318 Added 3.85%	278,530 $52 Million
Q1 2018 May 16, 2018	BUY	$191.42 - $217.25 $51.3 Million - $58.3 Million	268,212 New	268,212 $53.5 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $620B

More about BRK-B

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Wealth Plan Partners, LLC Berkshire Hathaway Inc Class B Transaction History