Institute For Wealth Management, Llc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,475 shares of BRKB stock, worth $0. This represents 0.6% of its overall portfolio holdings.

Number of Shares
10,475
Previous 10,676 1.88%
Holding current value
$0
Previous $4.91 Million 3.36%
% of portfolio
0.6%
Previous 0.63%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
N/A
-201 Reduced 1.88%
10,475 $4.75 Million
Q3 2024

Nov 12, 2024
SELL
N/A
-40 Reduced 0.37%
10,676 $4.91 Million
Q2 2024

Jul 25, 2024
SELL
N/A
-186 Reduced 1.71%
10,716 $4.36 Million
Q1 2024

Apr 30, 2024
BUY
N/A
664 Added 6.49%
10,902 $4.58 Million
Q4 2023

Jan 31, 2024
SELL
N/A
-82 Reduced 0.79%
10,238 $3.65 Million
Q3 2023

Oct 13, 2023
SELL
N/A
-481 Reduced 4.45%
10,320 $3.62 Million
Q2 2023

Jul 25, 2023
SELL
N/A
-78 Reduced 0.72%
10,801 $3.68 Million
Q1 2023

Apr 20, 2023
SELL
N/A
-146 Reduced 1.32%
10,879 $3.36 Million
Q4 2022

Feb 02, 2023
SELL
N/A
-7 Reduced 0.06%
11,025 $3.41 Million
Q3 2022

Oct 18, 2022
SELL
N/A
-2,019 Reduced 15.47%
11,032 $2.95 Million
Q2 2022

Jul 25, 2022
BUY
N/A
330 Added 2.59%
13,051 $3.56 Million
Q1 2022

Apr 29, 2022
BUY
N/A
2,305 Added 22.13%
12,721 $4.49 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-962 Reduced 8.45%
10,416 $3.11 Million
Q3 2021

Nov 15, 2021
BUY
N/A
254 Added 2.28%
11,378 $3.11 Million
Q2 2021

Jul 21, 2021
BUY
N/A
144 Added 1.31%
11,124 $3.09 Million
Q1 2021

May 04, 2021
BUY
N/A
1,450 Added 15.22%
10,980 $2.81 Million
Q4 2020

Feb 01, 2021
BUY
N/A
2,011 Added 26.75%
9,530 $2.21 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-408 Reduced 5.15%
7,519 $1.6 Million
Q2 2020

Jul 30, 2020
BUY
N/A
2,321 Added 41.4%
7,927 $1.42 Million
Q1 2020

Apr 29, 2020
BUY
N/A
362 Added 6.9%
5,606 $1.03 Million
Q4 2019

Feb 27, 2020
BUY
N/A
4,056 Added 341.41%
5,244 $1.19 Million
Q4 2019

Jan 27, 2020
SELL
N/A
-3,877 Reduced 76.54%
1,188 $1.19 Million
Q3 2019

Oct 28, 2019
SELL
N/A
-1,092 Reduced 17.74%
5,065 $1.05 Million
Q2 2019

Aug 02, 2019
BUY
N/A
6,157 New
6,157 $1.31 Million
Q1 2019

May 15, 2019
SELL
N/A
-5,555 Closed
0 $0
Q4 2018

Feb 08, 2019
BUY
N/A
5,555 New
5,555 $1.13 Million

Others Institutions Holding BRKB

# of Institutions
86
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
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