Peak Financial Management, Inc. Berkshire Hathaway Inc Class B Transaction History

Peak Financial Management, Inc.

$330 Million
Q1 2025

A detailed history of Peak Financial Management, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Peak Financial Management, Inc. holds 693 shares of BRK-B stock, worth $336,105. This represents 0.11% of its overall portfolio holdings.

Number of Shares

693

Previous 1,043 33.56%

Holding current value

$336,105

Previous $472,000 21.82%

% of portfolio

0.11%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$442.66 - $534.52 $154,931 - $187,082	-350 Reduced 33.56%	693 $369,000
Q4 2024 Jan 21, 2025	SELL	$442.29 - $483.08 $110,572 - $120,770	-250 Reduced 19.33%	1,043 $472,000
Q3 2024 Oct 15, 2024	BUY	$405.19 - $478.57 $81,038 - $95,714	200 Added 18.3%	1,293 $595,000
Q2 2024 Jul 22, 2024	BUY	$396.73 - $420.24 $158,692 - $168,096	400 Added 57.72%	1,093 $444,000
Q1 2024 Apr 22, 2024	BUY	$359.29 - $420.52 $14,371 - $16,820	40 Added 6.13%	693 $291,000
Q4 2023 Jan 18, 2024	BUY	$331.71 - $362.68 $216,606 - $236,830	653 New	653 $232,000

Others Institutions Holding BRK-B

# of Institutions

4,963

Shares Held

900M

Call Options Held

19.4M

Put Options Held

12.1M

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 $631B

More about BRK-B

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Peak Financial Management, Inc. Berkshire Hathaway Inc Class B Transaction History