Ibex Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

Ibex Wealth Advisors

$995 Million
Q3 2025

A detailed history of Ibex Wealth Advisors transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ibex Wealth Advisors holds 740 shares of BRK-B stock, worth $376,615. This represents 0.04% of its overall portfolio holdings.

Number of Shares

740

Previous 11,637 93.64%

Holding current value

$376,615

Previous $5.65 Million 93.42%

% of portfolio

0.04%

Previous 0.63%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$459.11 - $506.91 $5 Million - $5.52 Million	-10,897 Reduced 93.64%	740 $372,000
Q2 2025 Aug 07, 2025	BUY	$483.48 - $539.8 $158,097 - $176,514	327 Added 2.89%	11,637 $5.65 Million
Q1 2025 Apr 15, 2025	BUY	$442.66 - $534.52 $690,992 - $834,385	1,561 Added 16.01%	11,310 $5.94 Million
Q4 2024 Jan 23, 2025	BUY	$442.29 - $483.08 $4.31 Million - $4.71 Million	9,749 New	9,749 $4.42 Million
Q2 2024 Aug 06, 2024	BUY	$396.73 - $420.24 $763,308 - $808,541	1,924 Added 28.49%	8,678 $3.53 Million

Q1 2024 Apr 18, 2024	BUY	$359.29 - $420.52 $2.42 Million - $2.84 Million	6,747 Added 96385.71%	6,754 $2.09 Million
Q4 2023 Jan 29, 2024	SELL	$331.71 - $362.68 $2.33 Million - $2.55 Million	-7,036 Reduced 99.9%	7 $2.64 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $202,835 - $220,435	595 Added 9.23%	7,043 $2.47 Million
Q1 2023 May 15, 2023	SELL	$293.51 - $320.37 $89,814 - $98,033	-306 Reduced 4.53%	6,448 $1.99 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $1.52 Million - $1.83 Million	5,751 Added 573.38%	6,754 $2.09 Million
Q3 2022 Oct 31, 2022	SELL	$264.32 - $306.65 $2,114 - $2,453	-8 Reduced 0.79%	1,003 $268,000
Q2 2022 Aug 16, 2022	SELL	$267.52 - $353.1 $1.59 Million - $2.1 Million	-5,939 Reduced 85.45%	1,011 $276,000
Q1 2022 May 16, 2022	BUY	$300.79 - $359.57 $1.56 Million - $1.87 Million	5,191 Added 295.11%	6,950 $2.45 Million
Q4 2021 Feb 22, 2022	SELL	$273.64 - $300.17 $48,981 - $53,730	-179 Reduced 9.24%	1,759 $526,000
Q2 2021 Aug 20, 2021	BUY	$258.2 - $292.52 $500,391 - $566,903	1,938 New	1,938 $539,000
Q3 2019 Nov 12, 2019	SELL	$195.81 - $215.25 $1.75 Million - $1.92 Million	-8,938 Closed	0 $0
Q2 2019 Jul 30, 2019	SELL	$197.42 - $218.6 $347,656 - $384,954	-1,761 Reduced 16.46%	8,938 $1.91 Million
Q1 2019 May 01, 2019	SELL	$191.66 - $209.19 $905,401 - $988,213	-4,724 Reduced 30.63%	10,699 $2.15 Million
Q4 2018 Feb 01, 2019	BUY	$187.76 - $223.76 $3,191 - $3,803	17 Added 0.11%	15,423 $3.15 Million
Q3 2018 Oct 09, 2018	BUY	$186.02 - $221.68 $129,283 - $154,067	695 Added 4.72%	15,406 $3.31 Million
Q1 2018 Jun 13, 2018	BUY	$191.42 - $217.25 $212,093 - $240,713	1,108 Added 8.15%	14,711 $2.87 Million
Q4 2017 Feb 13, 2018	SELL	$181.06 - $199.56 $39,471 - $43,504	-218 Reduced 1.58%	13,603 $2.76 Million
Q3 2017 Nov 13, 2017	BUY	$173.99 - $183.82 $2.4 Million - $2.54 Million	13,821	13,821 $2.59 Million

Others Institutions Holding BRK-B

# of Institutions

5,128

Shares Held

882M

Call Options Held

19.6M

Put Options Held

15.2M

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 $662B

More about BRK-B

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Ibex Wealth Advisors Berkshire Hathaway Inc Class B Transaction History