Icon Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.6M | Buy |
19,764
+3,550
| +22% | +$1.72M | 0.68% | 33 |
|
|
2025
Q1 | $8.64M | Buy |
16,214
+1,133
| +8% | +$603K | 0.71% | 30 |
|
|
2024
Q4 | $6.84M | Sell |
15,081
-683
| -4% | -$310K | 0.56% | 36 |
|
|
2024
Q3 | $7.26M | Buy |
15,764
+597
| +4% | +$275K | 0.6% | 30 |
|
|
2024
Q2 | $6.65M | Buy |
15,167
+143
| +1% | +$62.7K | 0.59% | 33 |
|
|
2024
Q1 | $6.32M | Buy |
15,024
+2,497
| +20% | +$1.05M | 0.59% | 33 |
|
|
2023
Q4 | $4.47M | Buy |
+12,527
| New | +$4.47M | 0.47% | 44 |
|
|
2022
Q4 | $4.12M | Buy |
13,341
+112
| +0.8% | +$34.6K | 0.47% | 56 |
|
|
2022
Q3 | $3.53M | Buy |
+13,229
| New | +$3.53M | 0.43% | 57 |
|