Institute For Wealth Management, Llc. Berkshire Hathaway Inc Class B Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,676 shares of BRK-B stock, worth $4.84 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

10,676

Previous 10,716 0.37%

Holding current value

$4.84 Million

Previous $4.36 Million 12.71%

% of portfolio

0.63%

Previous 0.59%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$405.19 - $478.57 $16,207 - $19,142	-40 Reduced 0.37%	10,676 $4.91 Million
Q2 2024 Jul 25, 2024	SELL	$396.73 - $420.24 $73,791 - $78,164	-186 Reduced 1.71%	10,716 $4.36 Million
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $238,568 - $279,225	664 Added 6.49%	10,902 $4.58 Million
Q4 2023 Jan 31, 2024	SELL	$331.71 - $362.68 $27,200 - $29,739	-82 Reduced 0.79%	10,238 $3.65 Million
Q3 2023 Oct 13, 2023	SELL	$340.9 - $370.48 $163,972 - $178,200	-481 Reduced 4.45%	10,320 $3.62 Million
Q2 2023 Jul 25, 2023	SELL	$309.07 - $341.0 $24,107 - $26,598	-78 Reduced 0.72%	10,801 $3.68 Million
Q1 2023 Apr 20, 2023	SELL	$293.51 - $320.37 $42,852 - $46,774	-146 Reduced 1.32%	10,879 $3.36 Million
Q4 2022 Feb 02, 2023	SELL	$264.0 - $318.6 $1,848 - $2,230	-7 Reduced 0.06%	11,025 $3.41 Million
Q3 2022 Oct 18, 2022	SELL	$264.32 - $306.65 $533,662 - $619,126	-2,019 Reduced 15.47%	11,032 $2.95 Million
Q2 2022 Jul 25, 2022	BUY	$267.52 - $353.1 $88,281 - $116,523	330 Added 2.59%	13,051 $3.56 Million
Q1 2022 Apr 29, 2022	BUY	$300.79 - $359.57 $693,320 - $828,808	2,305 Added 22.13%	12,721 $4.49 Million
Q4 2021 Jan 21, 2022	SELL	$273.64 - $300.17 $263,241 - $288,763	-962 Reduced 8.45%	10,416 $3.11 Million
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $69,255 - $73,985	254 Added 2.28%	11,378 $3.11 Million
Q2 2021 Jul 21, 2021	BUY	$258.2 - $292.52 $37,180 - $42,122	144 Added 1.31%	11,124 $3.09 Million
Q1 2021 May 04, 2021	BUY	$227.36 - $263.99 $329,672 - $382,785	1,450 Added 15.22%	10,980 $2.81 Million
Q4 2020 Feb 01, 2021	BUY	$200.7 - $233.92 $403,607 - $470,413	2,011 Added 26.75%	9,530 $2.21 Million
Q3 2020 Nov 03, 2020	SELL	$177.99 - $221.68 $72,619 - $90,445	-408 Reduced 5.15%	7,519 $1.6 Million
Q2 2020 Jul 30, 2020	BUY	$169.25 - $201.56 $392,829 - $467,820	2,321 Added 41.4%	7,927 $1.42 Million
Q1 2020 Apr 29, 2020	BUY	$162.13 - $230.2 $58,691 - $83,332	362 Added 6.9%	5,606 $1.03 Million
Q4 2019 Feb 27, 2020	BUY	$203.1 - $227.05 $823,773 - $920,914	4,056 Added 341.41%	5,244 $1.19 Million
Q4 2019 Jan 27, 2020	SELL	$203.1 - $227.05 $787,418 - $880,272	-3,877 Reduced 76.54%	1,188 $1.19 Million
Q3 2019 Oct 28, 2019	SELL	$195.81 - $215.25 $213,824 - $235,053	-1,092 Reduced 17.74%	5,065 $1.05 Million
Q2 2019 Aug 02, 2019	BUY	$197.42 - $218.6 $1.22 Million - $1.35 Million	6,157 New	6,157 $1.31 Million
Q1 2019 May 15, 2019	SELL	$191.66 - $209.19 $1.06 Million - $1.16 Million	-5,555 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$187.76 - $223.76 $1.04 Million - $1.24 Million	5,555 New	5,555 $1.13 Million

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

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 $590B

More about BRK-B

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Institute For Wealth Management, Llc. Berkshire Hathaway Inc Class B Transaction History