Avantax Planning Partners, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 16,167 shares of BRKB stock, worth $0. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,167
Previous 18,351 11.9%
Holding current value
$0
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
N/A
-2,184 Reduced 11.9%
16,167 $7.44 Million
Q2 2024

Aug 09, 2024
SELL
N/A
-423 Reduced 2.25%
18,351 $7.47 Million
Q1 2024

May 02, 2024
BUY
N/A
1,714 Added 10.05%
18,774 $7.89 Million
Q4 2023

Feb 09, 2024
BUY
N/A
93 Added 0.55%
17,060 $6.08 Million
Q3 2023

Nov 03, 2023
BUY
N/A
1,790 Added 11.79%
16,967 $5.94 Million
Q2 2023

Jul 17, 2023
SELL
N/A
-250 Reduced 1.62%
15,177 $5.18 Million
Q1 2023

Apr 20, 2023
BUY
N/A
148 Added 0.97%
15,427 $4.76 Million
Q4 2022

Feb 09, 2023
BUY
N/A
295 Added 1.97%
15,279 $4.72 Million
Q3 2022

Oct 14, 2022
SELL
N/A
-3,762 Reduced 20.07%
14,984 $4 Million
Q2 2022

Jul 18, 2022
BUY
N/A
617 Added 3.4%
18,746 $5.12 Million
Q1 2022

May 09, 2022
BUY
N/A
1,505 Added 9.05%
18,129 $6.4 Million
Q4 2021

Jan 28, 2022
BUY
N/A
103 Added 0.62%
16,624 $4.97 Million
Q3 2021

Oct 27, 2021
BUY
N/A
1,143 Added 7.43%
16,521 $4.51 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-177 Reduced 1.14%
15,378 $4.27 Million
Q1 2021

May 06, 2021
SELL
N/A
-388 Reduced 2.43%
15,555 $3.97 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-2,915 Reduced 15.46%
15,943 $3.7 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-1,173 Reduced 5.86%
18,858 $4.02 Million
Q2 2020

Jul 15, 2020
BUY
N/A
594 Added 3.06%
20,031 $3.58 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-2,693 Reduced 12.17%
19,437 $3.55 Million
Q4 2019

Jan 15, 2020
SELL
N/A
-480 Reduced 2.12%
22,130 $5.01 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-3,497 Reduced 13.39%
22,610 $4.7 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-253 Reduced 0.96%
26,107 $5.62 Million
Q1 2019

May 08, 2019
BUY
N/A
738 Added 2.88%
26,360 $5.3 Million
Q4 2018

Feb 14, 2019
BUY
N/A
1,308 Added 5.38%
25,622 $5.23 Million
Q3 2018

Nov 13, 2018
BUY
N/A
710 Added 3.01%
24,314 $5.21 Million
Q2 2018

Aug 13, 2018
BUY
N/A
59 Added 0.25%
23,604 $4.4 Million
Q1 2018

May 15, 2018
BUY
N/A
75 Added 0.32%
23,545 $4.7 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-73,766 Reduced 75.86%
23,470 $4.65 Million
Q3 2017

Oct 19, 2017
BUY
N/A
97,236
97,236 $17.8 Million

Others Institutions Holding BRKB

# of Institutions
88
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email