A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 582 shares of BRKB stock, worth $0. This represents 0.04% of its overall portfolio holdings.

Number of Shares
582
Previous 591 1.52%
Holding current value
$0
Previous $272,000 3.31%
% of portfolio
0.04%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
N/A
-9 Reduced 1.52%
582 $263,000
Q3 2024

Oct 15, 2024

BUY
N/A
157 Added 36.18%
591 $272,000
Q2 2024

Aug 06, 2024

BUY
N/A
247 Added 132.09%
434 $176,000
Q4 2023

Feb 06, 2024

BUY
N/A
187 New
187 $66,000
Q3 2022

Nov 14, 2022

BUY
N/A
1,465 New
1,465 $391,000
Q4 2020

Feb 16, 2021

SELL
N/A
-125 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
N/A
125 New
125 $27,000

Others Institutions Holding BRKB

About BERKSHIRE HATHWY INC(HLDG CO)B


  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.