Regent Peak Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Regent Peak Wealth Advisors LLC

$410 Million
Q2 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 10,008 shares of BRK-B stock, worth $4.58 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

10,008

Previous 9,904 1.05%

Holding current value

$4.58 Million

Previous $4.16 Million 2.23%

% of portfolio

0.99%

Previous 1.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$396.73 - $420.24 $41,259 - $43,704	104 Added 1.05%	10,008 $4.07 Million
Q1 2024 May 01, 2024	SELL	$359.29 - $420.52 $5,389 - $6,307	-15 Reduced 0.15%	9,904 $4.16 Million
Q4 2023 Jan 23, 2024	BUY	$331.71 - $362.68 $40,800 - $44,609	123 Added 1.26%	9,919 $3.54 Million
Q3 2023 Nov 03, 2023	BUY	$340.9 - $370.48 $148,973 - $161,899	437 Added 4.67%	9,796 $3.43 Million
Q2 2023 Jul 19, 2023	SELL	$309.07 - $341.0 $18,544 - $20,460	-60 Reduced 0.64%	9,359 $3.19 Million
Q1 2023 Apr 24, 2023	SELL	$293.51 - $320.37 $93,923 - $102,518	-320 Reduced 3.29%	9,419 $2.91 Million
Q4 2022 Feb 08, 2023	BUY	$264.0 - $318.6 $5,280 - $6,372	20 Added 0.21%	9,739 $3.01 Million
Q3 2022 Nov 14, 2022	BUY	$264.32 - $306.65 $9,515 - $11,039	36 Added 0.37%	9,719 $2.6 Million
Q2 2022 Aug 11, 2022	BUY	$267.52 - $353.1 $20,599 - $27,188	77 Added 0.8%	9,683 $2.64 Million
Q1 2022 May 03, 2022	BUY	$300.79 - $359.57 $15,941 - $19,057	53 Added 0.55%	9,606 $3.39 Million
Q4 2021 Feb 11, 2022	BUY	$273.64 - $300.17 $41,319 - $45,325	151 Added 1.61%	9,553 $2.86 Million
Q3 2021 Nov 08, 2021	BUY	$272.66 - $291.28 $11,997 - $12,816	44 Added 0.47%	9,402 $2.57 Million
Q2 2021 Aug 16, 2021	BUY	$258.2 - $292.52 $16,008 - $18,136	62 Added 0.67%	9,358 $2.6 Million
Q1 2021 Apr 28, 2021	BUY	$227.36 - $263.99 $123,683 - $143,610	544 Added 6.22%	9,296 $2.37 Million
Q4 2020 Feb 12, 2021	SELL	$200.7 - $233.92 $60,009 - $69,942	-299 Reduced 3.3%	8,752 $2.03 Million
Q3 2020 Nov 04, 2020	BUY	$177.99 - $221.68 $144,349 - $179,782	811 Added 9.84%	9,051 $1.93 Million
Q2 2020 Aug 05, 2020	BUY	$169.25 - $201.56 $681,400 - $811,480	4,026 Added 95.54%	8,240 $1.47 Million
Q1 2020 Apr 27, 2020	BUY	$162.13 - $230.2 $141,377 - $200,734	872 Added 26.09%	4,214 $770,000
Q4 2019 Feb 14, 2020	BUY	$203.1 - $227.05 $678,760 - $758,801	3,342 New	3,342 $756,000

Others Institutions Holding BRK-B

# of Institutions

4,261

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $595B

More about BRK-B

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Regent Peak Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History