Avantax Planning Partners, Inc. Berkshire Hathaway Inc Class B Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 16,167 shares of BRK-B stock, worth $7.42 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,167
Previous 18,351 11.9%
Holding current value
$7.42 Million
Previous $7.47 Million 0.32%
% of portfolio
0.27%
Previous 0.24%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$405.19 - $478.57 $884,934 - $1.05 Million
-2,184 Reduced 11.9%
16,167 $7.44 Million
Q2 2024

Aug 09, 2024
SELL
$396.73 - $420.24 $167,816 - $177,761
-423 Reduced 2.25%
18,351 $7.47 Million
Q1 2024

May 02, 2024
BUY
$359.29 - $420.52 $615,823 - $720,771
1,714 Added 10.05%
18,774 $7.89 Million
Q4 2023

Feb 09, 2024
BUY
$331.71 - $362.68 $30,849 - $33,729
93 Added 0.55%
17,060 $6.08 Million
Q3 2023

Nov 03, 2023
BUY
$340.9 - $370.48 $610,211 - $663,159
1,790 Added 11.79%
16,967 $5.94 Million
Q2 2023

Jul 17, 2023
SELL
$309.07 - $341.0 $77,267 - $85,250
-250 Reduced 1.62%
15,177 $5.18 Million
Q1 2023

Apr 20, 2023
BUY
$293.51 - $320.37 $43,439 - $47,414
148 Added 0.97%
15,427 $4.76 Million
Q4 2022

Feb 09, 2023
BUY
$264.0 - $318.6 $77,880 - $93,987
295 Added 1.97%
15,279 $4.72 Million
Q3 2022

Oct 14, 2022
SELL
$264.32 - $306.65 $994,371 - $1.15 Million
-3,762 Reduced 20.07%
14,984 $4 Million
Q2 2022

Jul 18, 2022
BUY
$267.52 - $353.1 $165,059 - $217,862
617 Added 3.4%
18,746 $5.12 Million
Q1 2022

May 09, 2022
BUY
$300.79 - $359.57 $452,688 - $541,152
1,505 Added 9.05%
18,129 $6.4 Million
Q4 2021

Jan 28, 2022
BUY
$273.64 - $300.17 $28,184 - $30,917
103 Added 0.62%
16,624 $4.97 Million
Q3 2021

Oct 27, 2021
BUY
$272.66 - $291.28 $311,650 - $332,933
1,143 Added 7.43%
16,521 $4.51 Million
Q2 2021

Aug 10, 2021
SELL
$258.2 - $292.52 $45,701 - $51,776
-177 Reduced 1.14%
15,378 $4.27 Million
Q1 2021

May 06, 2021
SELL
$227.36 - $263.99 $88,215 - $102,428
-388 Reduced 2.43%
15,555 $3.97 Million
Q4 2020

Feb 04, 2021
SELL
$200.7 - $233.92 $585,040 - $681,876
-2,915 Reduced 15.46%
15,943 $3.7 Million
Q3 2020

Oct 28, 2020
SELL
$177.99 - $221.68 $208,782 - $260,030
-1,173 Reduced 5.86%
18,858 $4.02 Million
Q2 2020

Jul 15, 2020
BUY
$169.25 - $201.56 $100,534 - $119,726
594 Added 3.06%
20,031 $3.58 Million
Q1 2020

Apr 27, 2020
SELL
$162.13 - $230.2 $436,616 - $619,928
-2,693 Reduced 12.17%
19,437 $3.55 Million
Q4 2019

Jan 15, 2020
SELL
$203.1 - $227.05 $97,488 - $108,984
-480 Reduced 2.12%
22,130 $5.01 Million
Q3 2019

Nov 08, 2019
SELL
$195.81 - $215.25 $684,747 - $752,729
-3,497 Reduced 13.39%
22,610 $4.7 Million
Q2 2019

Aug 07, 2019
SELL
$197.42 - $218.6 $49,947 - $55,305
-253 Reduced 0.96%
26,107 $5.62 Million
Q1 2019

May 08, 2019
BUY
$191.66 - $209.19 $141,445 - $154,382
738 Added 2.88%
26,360 $5.3 Million
Q4 2018

Feb 14, 2019
BUY
$187.76 - $223.76 $245,590 - $292,678
1,308 Added 5.38%
25,622 $5.23 Million
Q3 2018

Nov 13, 2018
BUY
$186.02 - $221.68 $132,074 - $157,392
710 Added 3.01%
24,314 $5.21 Million
Q2 2018

Aug 13, 2018
BUY
$184.91 - $201.2 $10,909 - $11,870
59 Added 0.25%
23,604 $4.4 Million
Q1 2018

May 15, 2018
BUY
$191.42 - $217.25 $14,356 - $16,293
75 Added 0.32%
23,545 $4.7 Million
Q4 2017

Feb 09, 2018
SELL
$181.06 - $199.56 $13.4 Million - $14.7 Million
-73,766 Reduced 75.86%
23,470 $4.65 Million
Q3 2017

Oct 19, 2017
BUY
$173.99 - $183.82 $16.9 Million - $17.9 Million
97,236
97,236 $17.8 Million

Others Institutions Holding BRK-B

# of Institutions
4,381
Shares Held
839M
Call Options Held
21M
Put Options Held
13M
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 $597B
More about BRK-B
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