Twin Peaks Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 2,665 shares of BRK-B stock, worth $1.22 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
2,665
Previous 2,900 8.1%
Holding current value
$1.22 Million
Previous $1.18 Billion 3.97%
% of portfolio
0.57%
Previous 0.59%

Shares

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

Oct 25, 2024
SELL
$405.19 - $478.57 $95,219 - $112,463
-235 Reduced 8.1%
2,665 $1.23 Billion
Q2 2024

Jul 31, 2024
SELL
$396.73 - $420.24 $30,151 - $31,938
-76 Reduced 2.55%
2,900 $1.18 Billion
Q1 2024

Apr 23, 2024
SELL
$359.29 - $420.52 $28,383 - $33,221
-79 Reduced 2.59%
2,976 $1.25 Billion
Q4 2023

Jan 17, 2024
BUY
$331.71 - $362.68 $1.01 Million - $1.11 Million
3,055 New
3,055 $1.09 Billion

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
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, 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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email