Pacific Capital Wealth Advisors, Inc Berkshire Hathaway Inc Class B Transaction History

Pacific Capital Wealth Advisors, Inc

$592 Million
Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 591 shares of BRK-B stock, worth $267,841. This represents 0.05% of its overall portfolio holdings.

Number of Shares

591

Previous 434 36.18%

Holding current value

$267,841

Previous $176,000 54.55%

% of portfolio

0.05%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$405.19 - $478.57 $63,614 - $75,135	157 Added 36.18%	591 $272,000
Q2 2024 Aug 06, 2024	BUY	$396.73 - $420.24 $97,992 - $103,799	247 Added 132.09%	434 $176,000
Q4 2023 Feb 06, 2024	BUY	$331.71 - $362.68 $62,029 - $67,821	187 New	187 $66,000
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $387,228 - $449,242	1,465 New	1,465 $391,000
Q4 2020 Feb 16, 2021	SELL	$200.7 - $233.92 $25,087 - $29,240	-125 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$177.99 - $221.68 $22,248 - $27,710	125 New	125 $27,000

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

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $590B

More about BRK-B

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Pacific Capital Wealth Advisors, Inc Berkshire Hathaway Inc Class B Transaction History