A detailed history of Icon Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 33,508 shares of BRK-B stock, worth $15.2 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
33,508
Previous 15,167 120.93%
Holding current value
$15.2 Million
Previous $6.17 Million 149.99%
% of portfolio
0.45%
Previous 0.53%

Shares

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

Nov 14, 2024

SELL
$405.19 - $478.57 $7.19 Million - $8.49 Million
-17,744 Reduced 52.95%
15,764 $7.26 Million
Q3 2024

Nov 12, 2024

BUY
$405.19 - $478.57 $7.43 Million - $8.78 Million
18,341 Added 120.93%
33,508 $15.4 Million
Q2 2024

Aug 14, 2024

BUY
$396.73 - $420.24 $56,732 - $60,094
143 Added 0.95%
15,167 $6.17 Million
Q1 2024

May 15, 2024

BUY
$359.29 - $420.52 $897,147 - $1.05 Million
2,497 Added 19.93%
15,024 $6.32 Million
Q4 2023

Feb 14, 2024

SELL
$331.71 - $362.68 $270,011 - $295,221
-814 Reduced 6.1%
12,527 $4.47 Million
Q4 2022

Feb 14, 2023

BUY
$264.0 - $318.6 $29,568 - $35,683
112 Added 0.85%
13,341 $4.12 Million
Q3 2022

Jan 25, 2023

BUY
$264.32 - $306.65 $3.5 Million - $4.06 Million
13,229 New
13,229 $3.53 Million

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
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