A detailed history of Triad Financial Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,881 shares of BRK-B stock, worth $765,755. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,881
Previous 1,889 0.42%
Holding current value
$765,755
Previous $644,000 2.17%
% of portfolio
0.25%
Previous 0.27%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

SELL
$340.9 - $370.48 $2,727 - $2,963
-8 Reduced 0.42%
1,881 $658,000
Q2 2023

Jul 31, 2023

SELL
$309.07 - $341.0 $8,653 - $9,548
-28 Reduced 1.46%
1,889 $644,000
Q1 2023

May 05, 2023

SELL
$293.51 - $320.37 $294,684 - $321,651
-1,004 Reduced 34.37%
1,917 $591,000
Q4 2022

Feb 14, 2023

SELL
$264.0 - $318.6 $118,800 - $143,370
-450 Reduced 13.35%
2,921 $902,000
Q3 2022

Nov 04, 2022

SELL
$264.32 - $306.65 $8,722 - $10,119
-33 Reduced 0.97%
3,371 $900,000
Q2 2022

Aug 11, 2022

BUY
$267.52 - $353.1 $1,070 - $1,412
4 Added 0.12%
3,404 $929,000
Q1 2022

May 09, 2022

BUY
$300.79 - $359.57 $10,527 - $12,584
35 Added 1.04%
3,400 $1.2 Million
Q4 2021

May 09, 2022

BUY
$273.64 - $300.17 $920,798 - $1.01 Million
3,365 New
3,365 $1.01 Million

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 $530B
More about BRK-B
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. 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 Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.