A detailed history of San Luis Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 10,568 shares of BRK-B stock, worth $4.85 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
10,568
Previous 9,479 11.49%
Holding current value
$4.85 Million
Previous $3.86 Million 26.14%
% of portfolio
1.0%
Previous 0.93%

Shares

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

Oct 09, 2024

BUY
$405.19 - $478.57 $441,251 - $521,162
1,089 Added 11.49%
10,568 $4.86 Million
Q2 2024

Jul 12, 2024

BUY
$396.73 - $420.24 $3.76 Million - $3.98 Million
9,479 New
9,479 $3.86 Million
Q4 2023

Jan 17, 2024

BUY
$331.71 - $362.68 $2.29 Million - $2.5 Million
6,906 Added 709.76%
7,879 $2.81 Million
Q3 2023

Oct 31, 2023

BUY
$340.9 - $370.48 $6,136 - $6,668
18 Added 1.88%
973 $341,000
Q2 2023

Aug 02, 2023

SELL
$309.07 - $341.0 $44,506 - $49,104
-144 Reduced 13.1%
955 $326,000
Q1 2023

May 10, 2023

BUY
$293.51 - $320.37 $322,567 - $352,086
1,099 New
1,099 $339,000
Q2 2022

Aug 10, 2022

SELL
$267.52 - $353.1 $206,525 - $272,593
-772 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$300.79 - $359.57 $232,209 - $277,588
772 New
772 $231,000
Q4 2021

Feb 14, 2022

SELL
$273.64 - $300.17 $494,467 - $542,407
-1,807 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
$272.66 - $291.28 $492,696 - $526,342
1,807 New
1,807 $493,000

Others Institutions Holding BRK-B

About BERKSHIRE HATHAWAY INC - Class B


  • 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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