Vertex Planning Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 623 shares of BRK-B stock, worth $325,916. This represents 0.06% of its overall portfolio holdings.

Number of Shares

623

Previous 587 6.13%

Holding current value

$325,916

Previous $270 Million 4.52%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$442.29 - $483.08 $15,922 - $17,390	36 Added 6.13%	623 $282 Million
Q3 2024 Nov 07, 2024	BUY	$405.19 - $478.57 $7,698 - $9,092	19 Added 3.35%	587 $270 Million
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $18,249 - $19,331	46 Added 8.81%	568 $231 Million
Q1 2024 May 13, 2024	SELL	$359.29 - $420.52 $67,187 - $78,637	-187 Reduced 26.38%	522 $220 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $235,182 - $257,140	709 New	709 $253 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $338,448 - $408,445	1,282 New	1,282 $396 Million

Others Institutions Holding BRK-B

# of Institutions

4,805

Shares Held

865M

Call Options Held

21.4M

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 $681B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Berkshire Hathaway Inc Class B Transaction History