Fiduciary Planning LLC Berkshire Hathaway Inc Class B Transaction History

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024

A detailed history of Fiduciary Planning LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Fiduciary Planning LLC holds 485 shares of BRK-B stock, worth $222,450. This represents 0.1% of its overall portfolio holdings.

Number of Shares
485
Holding current value
$222,450
% of portfolio
0.1%

Shares

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

Oct 22, 2024
BUY
$405.19 - $478.57 $196,517 - $232,106
485 New
485 $223,000
Q2 2021

Aug 06, 2021
SELL
$258.2 - $292.52 $35,889 - $40,660
-139 Closed
0 $0
Q1 2021

May 24, 2021
BUY
$227.36 - $263.99 $21,826 - $25,343
96 Added 223.26%
139 $36,000
Q4 2020

Feb 10, 2021
SELL
$200.7 - $233.92 $10,436 - $12,163
-52 Reduced 54.74%
43 $10,000
Q3 2020

Oct 27, 2020
BUY
$177.99 - $221.68 $16,909 - $21,059
95 New
95 $20,000

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
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC 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 Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email