Iht Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Iht Wealth Management, LLC holds 29,208 shares of BRK-B stock, worth $11.9 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

29,208

Previous 35,829 18.48%

Holding current value

$11.9 Million

Previous $12.8 Million 3.88%

% of portfolio

0.47%

Previous 0.58%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$359.29 - $420.52 $2.38 Million - $2.78 Million	-6,621 Reduced 18.48%	29,208 $12.3 Million
Q4 2023 Feb 14, 2024	BUY	$331.71 - $362.68 $242,148 - $264,756	730 Added 2.08%	35,829 $12.8 Million
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $773,161 - $840,248	2,268 Added 6.91%	35,099 $12.3 Million
Q2 2023 Aug 14, 2023	BUY	$309.07 - $341.0 $145,262 - $160,270	470 Added 1.45%	32,831 $11.2 Million
Q1 2023 May 15, 2023	SELL	$293.51 - $320.37 $174,638 - $190,620	-595 Reduced 1.81%	32,361 $9.99 Million

Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $201,168 - $242,773	762 Added 2.37%	32,956 $10.2 Million
Q3 2022 Nov 22, 2022	BUY	$264.32 - $306.65 $308,990 - $358,473	1,169 Added 3.77%	32,194 $8.6 Million
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $155,429 - $205,151	581 Added 1.91%	31,025 $8.47 Million
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $2.3 Million - $2.75 Million	7,646 Added 33.54%	30,444 $10.7 Million
Q4 2021 Feb 14, 2022	SELL	$273.64 - $300.17 $591,336 - $648,667	-2,161 Reduced 8.66%	22,798 $6.82 Million
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $897,324 - $958,602	-3,291 Reduced 11.65%	24,959 $6.81 Million
Q2 2021 Aug 16, 2021	BUY	$258.2 - $292.52 $810,748 - $918,512	3,140 Added 12.5%	28,250 $7.85 Million
Q1 2021 May 18, 2021	BUY	$227.36 - $263.99 $2.07 Million - $2.4 Million	9,110 Added 56.94%	25,110 $6.42 Million
Q4 2020 Feb 17, 2021	BUY	$200.7 - $233.92 $55,393 - $64,561	276 Added 1.76%	16,000 $3.71 Million
Q3 2020 Nov 19, 2020	BUY	$177.99 - $221.68 $380,008 - $473,286	2,135 Added 15.71%	15,724 $3.35 Million
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $1.07 Million - $1.27 Million	-6,294 Reduced 31.66%	13,589 $2.43 Million
Q1 2020 May 13, 2020	SELL	$162.13 - $230.2 $304,804 - $432,776	-1,880 Reduced 8.64%	19,883 $3.64 Million
Q4 2019 Feb 18, 2020	BUY	$203.1 - $227.05 $492,720 - $550,823	2,426 Added 12.55%	21,763 $4.93 Million
Q3 2019 Nov 15, 2019	BUY	$195.81 - $215.25 $349,912 - $384,651	1,787 Added 10.18%	19,337 $4.05 Million
Q2 2019 Aug 12, 2019	BUY	$197.42 - $218.6 $212,029 - $234,776	1,074 Added 6.52%	17,550 $3.71 Million
Q1 2019 May 16, 2019	BUY	$191.66 - $209.19 $455,959 - $497,663	2,379 Added 16.88%	16,476 $3.31 Million
Q4 2018 Feb 15, 2019	BUY	$187.76 - $223.76 $587,688 - $700,368	3,130 Added 28.54%	14,097 $2.88 Million
Q3 2018 Nov 14, 2018	SELL	$186.02 - $221.68 $142,677 - $170,028	-767 Reduced 6.54%	10,967 $2.35 Million
Q2 2018 Aug 13, 2018	BUY	$184.91 - $201.2 $147,558 - $160,557	798 Added 7.3%	11,734 $2.19 Million
Q1 2018 May 15, 2018	BUY	$191.42 - $217.25 $200,799 - $227,895	1,049 Added 10.61%	10,936 $2.13 Million
Q4 2017 Feb 14, 2018	BUY	$181.06 - $199.56 $635,520 - $700,455	3,510 Added 55.04%	9,887 $2 Million
Q3 2017 Nov 14, 2017	BUY	$173.99 - $183.82 $1.11 Million - $1.17 Million	6,377	6,377 $1.2 Million

Others Institutions Holding BRK-B

# of Institutions

4,161

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $529B

More about BRK-B

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Iht Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History