Icon Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

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 16,214 shares of BRK-B stock, worth $8.65 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

16,214

Previous 15,081 7.51%

Holding current value

$8.65 Million

Previous $6.84 Million 26.34%

% of portfolio

0.73%

Previous 0.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$442.66 - $534.52 $501,533 - $605,611	1,133 Added 7.51%	16,214 $8.64 Million
Q4 2024 Feb 14, 2025	SELL	$442.29 - $483.08 $302,084 - $329,943	-683 Reduced 4.33%	15,081 $6.84 Million
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

# of Institutions

4,933

Shares Held

874M

Call Options Held

19.4M

Put Options Held

12.1M

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 $694B

More about BRK-B

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Icon Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History