Iam Advisory, LLC Berkshire Hathaway Inc Class B Transaction History

Iam Advisory, LLC

$394 Million
Q3 2024

A detailed history of Iam Advisory, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Iam Advisory, LLC holds 3,095 shares of BRK-B stock, worth $1.4 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

3,095

Previous 3,073 0.72%

Holding current value

$1.4 Million

Previous $1.25 Million 13.92%

% of portfolio

0.36%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$405.19 - $478.57 $8,914 - $10,528	22 Added 0.72%	3,095 $1.42 Million
Q2 2024 Jul 12, 2024	BUY	$396.73 - $420.24 $27,374 - $28,996	69 Added 2.3%	3,073 $1.25 Million
Q1 2024 Apr 15, 2024	BUY	$359.29 - $420.52 $26,587 - $31,118	74 Added 2.53%	3,004 $1.26 Million
Q3 2023 Oct 10, 2023	BUY	$340.9 - $370.48 $3,409 - $3,704	10 Added 0.34%	2,930 $1.03 Million
Q2 2023 Jul 13, 2023	BUY	$309.07 - $341.0 $3,090 - $3,410	10 Added 0.34%	2,920 $995,000
Q1 2023 Apr 10, 2023	BUY	$293.51 - $320.37 $1,467 - $1,601	5 Added 0.17%	2,910 $898,000
Q4 2022 Jan 17, 2023	BUY	$264.0 - $318.6 $33,528 - $40,462	127 Added 4.57%	2,905 $0
Q3 2022 Oct 17, 2022	BUY	$264.32 - $306.65 $136,124 - $157,924	515 Added 22.76%	2,778 $742,000
Q4 2021 Jan 19, 2022	SELL	$273.64 - $300.17 $73,061 - $80,145	-267 Reduced 10.55%	2,263 $722,000
Q3 2021 Oct 14, 2021	BUY	$272.66 - $291.28 $689,829 - $736,938	2,530 New	2,530 $711,000
Q2 2021 Jul 20, 2021	SELL	$258.2 - $292.52 $653,246 - $740,075	-2,530 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$200.7 - $233.92 $507,771 - $591,817	2,530 New	2,530 $589,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

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 $590B

More about BRK-B

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