Primoris Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Primoris Wealth Advisors, LLC

  • $125 Million
  • Q2 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 1,092 shares of BRK-B stock, worth $494,632. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,092
Previous 1,603 31.88%
Holding current value
$494,632
Previous $674,000 34.12%
% of portfolio
0.35%
Previous 0.54%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$396.73 - $420.24 $202,729 - $214,742
-511 Reduced 31.88%
1,092 $444,000
Q1 2024

May 07, 2024
BUY
$359.29 - $420.52 $51,378 - $60,134
143 Added 9.79%
1,603 $674,000
Q4 2023

Feb 15, 2024
BUY
$331.71 - $362.68 $15,922 - $17,408
48 Added 3.4%
1,460 $520,000
Q3 2023

Oct 31, 2023
BUY
$340.9 - $370.48 $9,204 - $10,002
27 Added 1.95%
1,412 $494,000
Q2 2023

Aug 03, 2023
SELL
$309.07 - $341.0 $216,039 - $238,359
-699 Reduced 33.54%
1,385 $472,000
Q1 2023

Apr 25, 2023
SELL
$293.51 - $320.37 $98,032 - $107,003
-334 Reduced 13.81%
2,084 $643,000
Q4 2022

Feb 03, 2023
BUY
$264.0 - $318.6 $1,320 - $1,593
5 Added 0.21%
2,418 $746,000
Q3 2022

Oct 20, 2022
SELL
$264.32 - $306.65 $34,890 - $40,477
-132 Reduced 5.19%
2,413 $646,000
Q2 2022

Jul 29, 2022
BUY
$267.52 - $353.1 $680,838 - $898,639
2,545 New
2,545 $694,000

Others Institutions Holding BRK-B

# of Institutions
4,264
Shares Held
843M
Call Options Held
17.1M
Put Options Held
9.27M
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 $589B
More about BRK-B
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