Summit Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 433 shares of BRK-B stock, worth $220,371. This represents 0.04% of its overall portfolio holdings.

Number of Shares
433
Previous 474 8.65%
Holding current value
$220,371
Previous $230 Million 5.46%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$459.11 - $506.91 $18,823 - $20,783
-41 Reduced 8.65%
433 $218 Million
Q2 2025

Aug 11, 2025
SELL
$483.48 - $539.8 $9,669 - $10,796
-20 Reduced 4.05%
474 $230 Million
Q4 2024

Jan 27, 2025
BUY
$442.29 - $483.08 $218,491 - $238,641
494 New
494 $224 Million

Others Institutions Holding BRK-B

# of Institutions
5,128
Shares Held
882M
Call Options Held
19.6M
Put Options Held
15.2M
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 $662B
More about BRK-B
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