Wealth Advisors Of Iowa, LLC Berkshire Hathaway Inc Class B Transaction History

Wealth Advisors Of Iowa, LLC

$164 Million
Q1 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 3,792 shares of BRK-B stock, worth $1.54 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

3,792

Previous 3,657 3.69%

Holding current value

$1.54 Million

Previous $1.3 Million 22.24%

% of portfolio

0.97%

Previous 0.88%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$359.29 - $420.52 $48,504 - $56,770	135 Added 3.69%	3,792 $1.59 Million
Q4 2023 Feb 08, 2024	SELL	$331.71 - $362.68 $29,522 - $32,278	-89 Reduced 2.38%	3,657 $1.3 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $15,340 - $16,671	45 Added 1.22%	3,746 $1.31 Million
Q2 2023 Jul 25, 2023	BUY	$309.07 - $341.0 $46,360 - $51,150	150 Added 4.22%	3,701 $1.26 Million
Q1 2023 May 09, 2023	BUY	$293.51 - $320.37 $1,467 - $1,601	5 Added 0.14%	3,551 $1.1 Million

Q3 2022 Nov 15, 2022	SELL	$264.32 - $306.65 $69,251 - $80,342	-262 Reduced 6.88%	3,546 $946,000
Q2 2022 Jul 28, 2022	BUY	$267.52 - $353.1 $1.02 Million - $1.34 Million	3,805 Added 126833.33%	3,808 $1.04 Million
Q1 2022 May 10, 2022	SELL	$300.79 - $359.57 $598,872 - $715,903	-1,991 Reduced 99.85%	3 $1.59 Million
Q4 2021 Feb 14, 2022	SELL	$273.64 - $300.17 $548,100 - $601,240	-2,003 Reduced 50.11%	1,994 $596,000
Q3 2021 Nov 09, 2021	BUY	$272.66 - $291.28 $100,338 - $107,191	368 Added 10.14%	3,997 $491,000
Q2 2021 Jul 26, 2021	BUY	$258.2 - $292.52 $10,328 - $11,700	40 Added 1.11%	3,629 $1.01 Million
Q4 2020 Feb 12, 2021	BUY	$200.7 - $233.92 $31,710 - $36,959	158 Added 4.61%	3,589 $832,000
Q3 2020 Oct 28, 2020	SELL	$177.99 - $221.68 $79,205 - $98,647	-445 Reduced 11.48%	3,431 $731,000
Q2 2020 Aug 07, 2020	BUY	$169.25 - $201.56 $655,505 - $780,641	3,873 Added 129100.0%	3,876 $692,000
Q1 2020 Apr 28, 2020	BUY	$162.13 - $230.2 $486 - $690	3 New	3 $816,000

Others Institutions Holding BRK-B

# of Institutions

4,163

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 $530B

More about BRK-B

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Wealth Advisors Of Iowa, LLC Berkshire Hathaway Inc Class B Transaction History