Peterson Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 993 shares of BRK-B stock, worth $455,449. This represents 0.1% of its overall portfolio holdings.

Number of Shares
993
Previous 993 -0.0%
Holding current value
$455,449
Previous $403,000 13.4%
% of portfolio
0.1%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$396.73 - $420.24 $16,662 - $17,650
-42 Reduced 4.06%
993 $403,000
Q1 2024

Apr 15, 2024
BUY
$359.29 - $420.52 $24,431 - $28,595
68 Added 7.03%
1,035 $435,000
Q4 2023

Jan 10, 2024
BUY
$331.71 - $362.68 $60,371 - $66,007
182 Added 23.18%
967 $344,000
Q3 2023

Oct 05, 2023
BUY
$340.9 - $370.48 $4,772 - $5,186
14 Added 1.82%
785 $274,000
Q2 2023

Jul 13, 2023
SELL
$309.07 - $341.0 $16,689 - $18,414
-54 Reduced 6.55%
771 $262,000
Q1 2023

Apr 06, 2023
SELL
$293.51 - $320.37 $1,174 - $1,281
-4 Reduced 0.48%
825 $254,000
Q4 2022

Jan 20, 2023
SELL
$264.0 - $318.6 $1,584 - $1,911
-6 Reduced 0.72%
829 $0
Q3 2022

Oct 17, 2022
BUY
$264.32 - $306.65 $220,707 - $256,052
835 New
835 $223,000
Q2 2022

Jul 21, 2022
SELL
$267.52 - $353.1 $183,518 - $242,226
-686 Closed
0 $0
Q1 2022

Apr 21, 2022
SELL
$300.79 - $359.57 $110,991 - $132,681
-369 Reduced 34.98%
686 $242,000
Q4 2021

Jan 25, 2022
BUY
$273.64 - $300.17 $288,690 - $316,679
1,055 New
1,055 $315,000

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
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