Switch Point Financial Planning, LLC Berkshire Hathaway Inc Class B Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 1,254 shares of BRK-B stock, worth $638,210. This represents 0.46% of its overall portfolio holdings.

Number of Shares
1,254
Previous 1,220 2.79%
Holding current value
$638,210
Previous $593 Million 6.38%
% of portfolio
0.46%
Previous 0.49%

Shares

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

Nov 13, 2025
BUY
$459.11 - $506.91 $15,609 - $17,234
34 Added 2.79%
1,254 $631 Million
Q2 2025

Aug 01, 2025
BUY
$483.48 - $539.8 $128,122 - $143,047
265 Added 27.75%
1,220 $593 Million
Q1 2025

Apr 29, 2025
SELL
$442.66 - $534.52 $436,020 - $526,502
-985 Reduced 50.77%
955 $509 Million
Q4 2024

Feb 11, 2025
BUY
$442.29 - $483.08 $858,042 - $937,175
1,940 New
1,940 $879 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
Track This Portfolio

Track Switch Point Financial Planning, LLC Portfolio

Follow Switch Point 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 Switch Point Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Switch Point Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email