Mark Sheptoff Financial Planning, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 7,162 shares of BRKB stock, worth $0. This represents 1.78% of its overall portfolio holdings.

Number of Shares
7,162
Previous 7,162 -0.0%
Holding current value
$0
Previous $2.91 Million 13.15%
% of portfolio
1.78%
Previous 1.65%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
N/A
-48 Reduced 0.67%
7,162 $3.01 Million
Q4 2023

Feb 09, 2024
SELL
N/A
-12 Reduced 0.17%
7,210 $2.57 Million
Q3 2023

Nov 09, 2023
BUY
N/A
36 Added 0.5%
7,222 $2.53 Million
Q1 2023

May 11, 2023
SELL
N/A
-50 Reduced 0.69%
7,186 $2.22 Million
Q1 2022

May 12, 2022
SELL
N/A
-210 Reduced 2.82%
7,236 $2.55 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-30 Reduced 0.4%
7,446 $2.23 Million
Q3 2021

Nov 10, 2021
SELL
N/A
-175 Reduced 2.29%
7,476 $2.04 Million
Q2 2021

Aug 12, 2021
BUY
N/A
105 Added 1.39%
7,651 $2.13 Million
Q1 2021

May 11, 2021
SELL
N/A
-255 Reduced 3.27%
7,546 $1.93 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-765 Reduced 8.93%
7,801 $1.81 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-1,425 Reduced 14.26%
8,566 $1.82 Million
Q2 2020

Aug 10, 2020
SELL
N/A
-874 Reduced 8.04%
9,991 $1.78 Million
Q1 2020

May 07, 2020
SELL
N/A
-735 Reduced 6.34%
10,865 $1.99 Million
Q4 2019

Feb 10, 2020
SELL
N/A
-1,140 Reduced 8.95%
11,600 $2.63 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-5,584 Reduced 30.47%
12,740 $2.65 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-475 Reduced 2.53%
18,324 $3.91 Million
Q1 2019

May 10, 2019
SELL
N/A
-189 Reduced 1.0%
18,799 $3.78 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-125 Reduced 0.65%
18,988 $3.88 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-240 Reduced 1.24%
19,113 $4.09 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-40 Reduced 0.21%
19,353 $3.61 Million
Q1 2018

May 08, 2018
SELL
N/A
-2 Reduced 0.01%
19,393 $3.87 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-320 Reduced 1.62%
19,395 $3.84 Million
Q3 2017

Nov 09, 2017
BUY
N/A
19,715
19,715 $3.61 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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email