Iams Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

A detailed history of Iams Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Iams Wealth Management, LLC holds 1,641 shares of BRK-B stock, worth $739,959. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,641
Previous 1,051 56.14%
Holding current value
$739,959
Previous $428 Million 76.66%
% of portfolio
0.37%
Previous 0.23%

Shares

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

Oct 11, 2024
BUY
$405.19 - $478.57 $239,062 - $282,356
590 Added 56.14%
1,641 $755 Million
Q2 2024

Aug 05, 2024
BUY
$396.73 - $420.24 $416,963 - $441,672
1,051 New
1,051 $428 Million
Q4 2023

Feb 07, 2024
SELL
$331.71 - $362.68 $42,127 - $46,060
-127 Reduced 16.08%
663 $236 Million
Q3 2023

Nov 14, 2023
BUY
$340.9 - $370.48 $269,311 - $292,679
790 New
790 $277 Million

Others Institutions Holding BRK-B

# of Institutions
4,321
Shares Held
852M
Call Options Held
17.1M
Put Options Held
9.31M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $587B
More about BRK-B
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, 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 Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email