A detailed history of Iag Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 4,770 shares of BRK-B stock, worth $2.16 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
4,770
Previous 1,770 169.49%
Holding current value
$2.16 Million
Previous $720,000 204.86%
% of portfolio
0.41%
Previous 0.15%

Shares

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

Oct 29, 2024

BUY
$405.19 - $478.57 $1.22 Million - $1.44 Million
3,000 Added 169.49%
4,770 $2.2 Million
Q2 2024

Jul 16, 2024

SELL
$396.73 - $420.24 $79,346 - $84,048
-200 Reduced 10.15%
1,770 $720,000
Q1 2024

Apr 24, 2024

BUY
$359.29 - $420.52 $197,609 - $231,286
550 Added 38.73%
1,970 $828,000
Q4 2023

Feb 02, 2024

BUY
$331.71 - $362.68 $35,161 - $38,444
106 Added 8.07%
1,420 $506,000
Q2 2023

Aug 10, 2023

BUY
$309.07 - $341.0 $188,223 - $207,669
609 Added 86.38%
1,314 $448,000
Q4 2022

Feb 08, 2023

BUY
$264.0 - $318.6 $103,224 - $124,572
391 Added 124.52%
705 $217,000
Q1 2022

May 04, 2022

BUY
$300.79 - $359.57 $12,031 - $14,382
40 Added 14.6%
314 $111,000
Q3 2021

Nov 04, 2021

SELL
$272.66 - $291.28 $2,726 - $2,912
-10 Reduced 3.52%
274 $75,000
Q2 2020

Feb 11, 2021

BUY
$169.25 - $201.56 $1,523 - $1,814
9 Added 3.27%
284 $51,000
Q1 2020

Feb 11, 2021

SELL
$162.13 - $230.2 $16,213 - $23,020
-100 Reduced 26.67%
275 $51,000
Q4 2019

Feb 11, 2021

BUY
$203.1 - $227.05 $76,162 - $85,143
375 New
375 $85,000

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 $590B
More about BRK-B
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC 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 Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.