Integrated Wealth Concepts LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 100,012 shares of BRKB stock, worth $0. This represents 0.53% of its overall portfolio holdings.

Number of Shares
100,012
Previous 86,226 15.99%
Holding current value
$0
Previous $45.9 Million 5.79%
% of portfolio
0.53%
Previous 0.57%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
13,786 Added 15.99%
100,012 $48.6 Million
Q1 2025

May 15, 2025
BUY
N/A
5,924 Added 7.38%
86,226 $45.9 Million
Q4 2024

Feb 14, 2025
BUY
N/A
15,879 Added 24.65%
80,302 $36.4 Million
Q3 2024

Nov 14, 2024
BUY
N/A
903 Added 1.42%
64,423 $29.7 Million
Q2 2024

Aug 14, 2024
BUY
N/A
3,769 Added 6.31%
63,520 $25.8 Million
Q1 2024

May 15, 2024
BUY
N/A
2,665 Added 4.67%
59,751 $25.1 Million
Q4 2023

Feb 13, 2024
SELL
N/A
-1,066 Reduced 1.83%
57,086 $20.4 Million
Q3 2023

Nov 15, 2023
BUY
N/A
1,665 Added 2.95%
58,152 $20.4 Million
Q2 2023

Aug 15, 2023
BUY
N/A
6,874 Added 13.86%
56,487 $19.3 Million
Q1 2023

May 03, 2023
BUY
N/A
22,703 Added 84.37%
49,613 $15.3 Million
Q4 2022

Feb 13, 2023
BUY
N/A
2,003 Added 8.04%
26,910 $8.31 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-2,113 Reduced 7.82%
24,907 $6.65 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-143 Reduced 0.53%
27,020 $7.38 Million
Q1 2022

May 12, 2022
BUY
N/A
1,922 Added 7.61%
27,163 $9.59 Million
Q4 2021

Feb 15, 2022
SELL
N/A
-63 Reduced 0.25%
25,241 $7.55 Million
Q3 2021

Nov 15, 2021
BUY
N/A
3,401 Added 15.53%
25,304 $6.91 Million
Q2 2021

Aug 13, 2021
BUY
N/A
2,411 Added 12.37%
21,903 $6.09 Million
Q1 2021

May 13, 2021
BUY
N/A
1,188 Added 6.49%
19,492 $4.98 Million
Q4 2020

Feb 12, 2021
BUY
N/A
743 Added 4.23%
18,304 $4.24 Million
Q3 2020

Nov 13, 2020
BUY
N/A
1,704 Added 10.75%
17,561 $3.74 Million
Q2 2020

Jul 30, 2020
BUY
N/A
4,197 Added 35.99%
15,857 $2.83 Million
Q1 2020

May 18, 2020
SELL
N/A
-1,472 Reduced 11.21%
11,660 $2.13 Million
Q4 2019

Feb 20, 2020
BUY
N/A
842 Added 6.85%
13,132 $2.97 Million
Q3 2019

Nov 15, 2019
SELL
N/A
-856 Reduced 6.51%
12,290 $2.56 Million
Q2 2019

Aug 15, 2019
BUY
N/A
4,396 Added 50.24%
13,146 $2.65 Million
Q1 2019

May 15, 2019
BUY
N/A
699 Added 8.68%
8,750 $1.76 Million
Q4 2018

Feb 14, 2019
BUY
N/A
643 Added 8.68%
8,051 $1.64 Million
Q3 2018

Nov 13, 2018
BUY
N/A
807 Added 12.23%
7,408 $1.59 Million
Q2 2018

Jul 27, 2018
SELL
N/A
-71 Reduced 1.06%
6,601 $1.24 Million
Q1 2018

May 15, 2018
BUY
N/A
850 Added 14.6%
6,672 $1.3 Million
Q4 2017

May 15, 2018
BUY
N/A
5,822
5,822 $1.18 Million

Others Institutions Holding BRKB

# of Institutions
85
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email