Iams Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Iams Wealth Management, LLC holds 1,641 shares of BRK-B stock, worth $782,051. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,641
Previous 1,051 56.14%
Holding current value
$782,051
Previous $428 Million 76.66%
% of portfolio
0.37%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$405.19 - $478.57 $239,062 - $282,356
590 Added 56.14%
1,641 $755 Million
Q2 2024

Aug 05, 2024
BUY
$396.73 - $420.24 $416,963 - $441,672
1,051 New
1,051 $428 Million
Q4 2023

Feb 07, 2024
SELL
$331.71 - $362.68 $42,127 - $46,060
-127 Reduced 16.08%
663 $236 Million
Q3 2023

Nov 14, 2023
BUY
$340.9 - $370.48 $269,311 - $292,679
790 New
790 $277 Million

Others Institutions Holding BRK-B

# of Institutions
4,377
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $620B
More about BRK-B
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