San Luis Wealth Advisors LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

San Luis Wealth Advisors LLC

$465 Million
Q2 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 10,467 shares of BRKB stock, worth $0. This represents 1.09% of its overall portfolio holdings.

Number of Shares

10,467

Previous 11,904 12.07%

Holding current value

Previous $6.34 Million 19.79%

% of portfolio

1.09%

Previous 1.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	N/A	-1,437 Reduced 12.07%	10,467 $5.09 Million
Q1 2025 Apr 18, 2025	SELL	N/A	-2,920 Reduced 19.7%	11,904 $6.34 Million
Q4 2024 Jan 14, 2025	BUY	N/A	4,256 Added 40.27%	14,824 $6.72 Million
Q3 2024 Oct 09, 2024	BUY	N/A	1,089 Added 11.49%	10,568 $4.86 Million
Q2 2024 Jul 12, 2024	BUY	N/A	9,479 New	9,479 $3.86 Million
Q4 2023 Jan 17, 2024	BUY	N/A	6,906 Added 709.76%	7,879 $2.81 Million
Q3 2023 Oct 31, 2023	BUY	N/A	18 Added 1.88%	973 $341,000
Q2 2023 Aug 02, 2023	SELL	N/A	-144 Reduced 13.1%	955 $326,000
Q1 2023 May 10, 2023	BUY	N/A	1,099 New	1,099 $339,000
Q2 2022 Aug 10, 2022	SELL	N/A	-772 Closed	0 $0
Q1 2022 May 10, 2022	BUY	N/A	772 New	772 $231,000
Q4 2021 Feb 14, 2022	SELL	N/A	-1,807 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	N/A	1,807 New	1,807 $493,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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San Luis Wealth Advisors LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History