Ibex Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$396.73 - $420.24 $763,308 - $808,541	1,924 Added 28.49%	8,678 $3.53 Million
Q1 2024 Apr 18, 2024	BUY	$359.29 - $420.52 $2.42 Million - $2.84 Million	6,747 Added 96385.71%	6,754 $2.09 Million
Q4 2023 Jan 29, 2024	SELL	$331.71 - $362.68 $2.33 Million - $2.55 Million	-7,036 Reduced 99.9%	7 $2.64 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $202,835 - $220,435	595 Added 9.23%	7,043 $2.47 Million
Q1 2023 May 15, 2023	SELL	$293.51 - $320.37 $89,814 - $98,033	-306 Reduced 4.53%	6,448 $1.99 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $1.52 Million - $1.83 Million	5,751 Added 573.38%	6,754 $2.09 Million
Q3 2022 Oct 31, 2022	SELL	$264.32 - $306.65 $2,114 - $2,453	-8 Reduced 0.79%	1,003 $268,000
Q2 2022 Aug 16, 2022	SELL	$267.52 - $353.1 $1.59 Million - $2.1 Million	-5,939 Reduced 85.45%	1,011 $276,000
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $1.56 Million - $1.87 Million	5,191 Added 295.11%	6,950 $2.45 Million
Q4 2021 Feb 22, 2022	SELL	$273.64 - $300.17 $48,981 - $53,730	-179 Reduced 9.24%	1,759 $526,000
Q2 2021 Aug 20, 2021	BUY	$258.2 - $292.52 $500,391 - $566,903	1,938 New	1,938 $539,000
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $1.75 Million - $1.92 Million	-8,938 Closed	0 $0
Q2 2019 Jul 30, 2019	SELL	$197.42 - $218.6 $347,656 - $384,954	-1,761 Reduced 16.46%	8,938 $1.91 Million
Q1 2019 May 01, 2019	SELL	$191.66 - $209.19 $905,401 - $988,213	-4,724 Reduced 30.63%	10,699 $2.15 Million
Q4 2018 Feb 01, 2019	BUY	$187.76 - $223.76 $3,191 - $3,803	17 Added 0.11%	15,423 $3.15 Million
Q3 2018 Oct 09, 2018	BUY	$186.02 - $221.68 $129,283 - $154,067	695 Added 4.72%	15,406 $3.31 Million
Q1 2018 Jun 13, 2018	BUY	$191.42 - $217.25 $212,093 - $240,713	1,108 Added 8.15%	14,711 $2.87 Million
Q4 2017 Feb 13, 2018	SELL	$181.06 - $199.56 $39,471 - $43,504	-218 Reduced 1.58%	13,603 $2.76 Million
Q3 2017 Nov 13, 2017	BUY	$173.99 - $183.82 $2.4 Million - $2.54 Million	13,821	13,821 $2.59 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $623B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.