Ica Group Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,532 shares of BRK-B stock, worth $723,195. This represents 0.38% of its overall portfolio holdings.

Number of Shares

1,532

Previous 5,178 70.41%

Holding current value

$723,195

Previous $2.18 Million 71.38%

% of portfolio

0.38%

Previous 0.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$396.73 - $420.24 $1.45 Million - $1.53 Million	-3,646 Reduced 70.41%	1,532 $623,000
Q1 2024 May 14, 2024	BUY	$359.29 - $420.52 $333,061 - $389,822	927 Added 21.81%	5,178 $2.18 Million
Q4 2023 Mar 07, 2024	SELL	$331.71 - $362.68 $45,444 - $49,687	-137 Reduced 3.12%	4,251 $1.52 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $41,248 - $44,828	121 Added 2.84%	4,388 $1.54 Million
Q2 2023 Aug 11, 2023	SELL	$309.07 - $341.0 $177,715 - $196,075	-575 Reduced 11.88%	4,267 $1.46 Million
Q1 2023 May 12, 2023	BUY	$293.51 - $320.37 $1.42 Million - $1.55 Million	4,842 New	4,842 $1.5 Million
Q3 2022 Nov 10, 2022	BUY	$264.32 - $306.65 $332,778 - $386,072	1,259 Added 17.39%	8,498 $2.27 Million
Q2 2022 Oct 03, 2022	BUY	$267.52 - $353.1 $216,156 - $285,304	808 Added 12.56%	7,239 $2.15 Million
Q1 2022 Oct 03, 2022	BUY	$300.79 - $359.57 $1.93 Million - $2.31 Million	6,431 New	6,431 $2.01 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

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 $614B

More about BRK-B

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Ica Group Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History