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

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

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 15,024 shares of BRK-B stock, worth $6.12 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
15,024
Previous 12,527 19.93%
Holding current value
$6.12 Million
Previous $4.47 Million 41.41%
% of portfolio
0.59%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,163
Shares Held
822M
Call Options Held
18.4M
Put Options Held
9.81M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $530B
More about BRK-B
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