Vertex Planning Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 587 shares of BRK-B stock, worth $268,270. This represents 0.06% of its overall portfolio holdings.

Number of Shares
587
Previous 568 3.35%
Holding current value
$268,270
Previous $231 Million 16.93%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 07, 2024
BUY
$405.19 - $478.57 $7,698 - $9,092
19 Added 3.35%
587 $270 Million
Q2 2024

Aug 13, 2024
BUY
$396.73 - $420.24 $18,249 - $19,331
46 Added 8.81%
568 $231 Million
Q1 2024

May 13, 2024
SELL
$359.29 - $420.52 $67,187 - $78,637
-187 Reduced 26.38%
522 $220 Million
Q4 2023

Feb 14, 2024
BUY
$331.71 - $362.68 $235,182 - $257,140
709 New
709 $253 Million
Q4 2022

Feb 06, 2023
BUY
$264.0 - $318.6 $338,448 - $408,445
1,282 New
1,282 $396 Million

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 $595B
More about BRK-B
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

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

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email