Ivc Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 767 shares of BRK-B stock, worth $345,855. This represents 0.19% of its overall portfolio holdings.

Number of Shares

767

Previous 1,369 43.97%

Holding current value

$345,855

Previous $556,000 36.51%

% of portfolio

0.19%

Previous 0.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$405.19 - $478.57 $243,924 - $288,099	-602 Reduced 43.97%	767 $353,000
Q2 2024 Jul 16, 2024	BUY	$396.73 - $420.24 $9,521 - $10,085	24 Added 1.78%	1,369 $556,000
Q1 2024 Apr 19, 2024	SELL	$359.29 - $420.52 $359 - $420	-1 Reduced 0.07%	1,345 $565,000
Q4 2023 Jan 10, 2024	SELL	$331.71 - $362.68 $8,624 - $9,429	-26 Reduced 1.9%	1,346 $480,000
Q3 2023 Oct 05, 2023	SELL	$340.9 - $370.48 $13,295 - $14,448	-39 Reduced 2.76%	1,372 $480,000
Q2 2023 Jul 13, 2023	SELL	$309.07 - $341.0 $1,854 - $2,046	-6 Reduced 0.42%	1,411 $481,000
Q1 2023 Apr 13, 2023	SELL	$293.51 - $320.37 $293 - $320	-1 Reduced 0.07%	1,417 $437,000
Q4 2022 Jan 17, 2023	BUY	$264.0 - $318.6 $6,336 - $7,646	24 Added 1.72%	1,418 $0
Q3 2022 Oct 12, 2022	BUY	$264.32 - $306.65 $5,022 - $5,826	19 Added 1.38%	1,394 $372,000
Q2 2022 Jul 11, 2022	BUY	$267.52 - $353.1 $21,401 - $28,248	80 Added 6.18%	1,375 $375,000
Q1 2022 Apr 27, 2022	BUY	$300.79 - $359.57 $61,060 - $72,992	203 Added 18.59%	1,295 $457,000
Q4 2021 Jan 13, 2022	BUY	$273.64 - $300.17 $1,915 - $2,101	7 Added 0.65%	1,092 $327,000
Q3 2021 Oct 08, 2021	SELL	$272.66 - $291.28 $40,899 - $43,691	-150 Reduced 12.15%	1,085 $296,000
Q2 2021 Jul 13, 2021	SELL	$258.2 - $292.52 $64,550 - $73,130	-250 Reduced 16.84%	1,235 $343,000
Q4 2020 Feb 01, 2021	BUY	$200.7 - $233.92 $298,039 - $347,371	1,485 New	1,485 $344,000

Others Institutions Holding BRK-B

# of Institutions

4,325

Shares Held

852M

Call Options Held

17.1M

Put Options Held

9.32M

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 $587B

More about BRK-B

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Ivc Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History