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 43,252 shares of BRK-B stock, worth $20.4 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
43,252
Previous 36,387 18.87%
Holding current value
$20.4 Million
Previous $14.8 Million 34.49%
% of portfolio
0.58%
Previous 0.56%

Shares

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

Nov 14, 2024

BUY
$405.19 - $478.57 $2.78 Million - $3.29 Million
6,865 Added 18.87%
43,252 $19.9 Million
Q2 2024

Aug 14, 2024

BUY
$396.73 - $420.24 $2.85 Million - $3.02 Million
7,179 Added 24.58%
36,387 $14.8 Million
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

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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