Primoris Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Primoris Wealth Advisors, LLC

$119 Million
Q1 2025

A detailed history of Primoris Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 886 shares of BRKB stock, worth $0. This represents 0.4% of its overall portfolio holdings.

Number of Shares

886

Previous 830 6.75%

Holding current value

Previous $376,000 25.27%

% of portfolio

0.4%

Previous 0.29%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	N/A	56 Added 6.75%	886 $471,000
Q4 2024 Feb 13, 2025	SELL	N/A	-87 Reduced 9.49%	830 $376,000
Q3 2024 Nov 01, 2024	SELL	N/A	-175 Reduced 16.03%	917 $422,000
Q2 2024 Aug 01, 2024	SELL	N/A	-511 Reduced 31.88%	1,092 $444,000
Q1 2024 May 07, 2024	BUY	N/A	143 Added 9.79%	1,603 $674,000
Q4 2023 Feb 15, 2024	BUY	N/A	48 Added 3.4%	1,460 $520,000
Q3 2023 Oct 31, 2023	BUY	N/A	27 Added 1.95%	1,412 $494,000
Q2 2023 Aug 03, 2023	SELL	N/A	-699 Reduced 33.54%	1,385 $472,000
Q1 2023 Apr 25, 2023	SELL	N/A	-334 Reduced 13.81%	2,084 $643,000
Q4 2022 Feb 03, 2023	BUY	N/A	5 Added 0.21%	2,418 $746,000
Q3 2022 Oct 20, 2022	SELL	N/A	-132 Reduced 5.19%	2,413 $646,000
Q2 2022 Jul 29, 2022	BUY	N/A	2,545 New	2,545 $694,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Primoris Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History