A detailed history of Peterson Wealth Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Peterson Wealth Management holds 4,675 shares of BRK-B stock, worth $1.92 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
4,675
Previous 4,093 14.22%
Holding current value
$1.92 Million
Previous $1.46 Million 34.68%
% of portfolio
1.42%
Previous 1.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$359.29 - $420.52 $209,106 - $244,742
582 Added 14.22%
4,675 $1.97 Million
Q4 2023

Feb 22, 2024

BUY
$331.71 - $362.68 $231,201 - $252,787
697 Added 20.52%
4,093 $1.46 Million
Q3 2023

Nov 14, 2023

BUY
$340.9 - $370.48 $1,363 - $1,481
4 Added 0.12%
3,396 $1.19 Million
Q2 2023

Aug 17, 2023

BUY
$309.07 - $341.0 $214,185 - $236,313
693 Added 25.68%
3,392 $1.16 Million
Q1 2023

Aug 17, 2023

SELL
$293.51 - $320.37 $3,228 - $3,524
-11 Reduced 0.41%
2,699 $833,000
Q4 2022

Feb 07, 2023

SELL
$264.0 - $318.6 $19,008 - $22,939
-72 Reduced 2.59%
2,710 $837,000
Q3 2022

Oct 13, 2022

BUY
$264.32 - $306.65 $98,062 - $113,767
371 Added 15.39%
2,782 $743,000
Q2 2022

Aug 03, 2022

BUY
$267.52 - $353.1 $644,990 - $851,324
2,411 New
2,411 $658,000

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 $535B
More about BRK-B
Track This Portfolio

Track Peterson Wealth Management Portfolio

Follow Peterson Wealth Management 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 Peterson Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.