IWC
Integrated Wealth Concepts’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.6M | Buy |
100,012
+13,786
| +16% | +$6.7M | 0.49% | 40 |
|
|
2025
Q1 | $45.9M | Buy |
86,226
+5,924
| +7% | +$3.16M | 0.54% | 35 |
|
|
2024
Q4 | $36.4M | Buy |
80,302
+15,879
| +25% | +$7.2M | 0.42% | 43 |
|
|
2024
Q3 | $29.7M | Buy |
64,423
+903
| +1% | +$416K | 0.36% | 58 |
|
|
2024
Q2 | $25.8M | Buy |
63,520
+3,769
| +6% | +$1.53M | 0.35% | 63 |
|
|
2024
Q1 | $25.1M | Buy |
59,751
+2,665
| +5% | +$1.12M | 0.36% | 55 |
|
|
2023
Q4 | $20.4M | Sell |
57,086
-1,066
| -2% | -$380K | 0.33% | 65 |
|
|
2023
Q3 | $20.4M | Buy |
58,152
+1,665
| +3% | +$583K | 0.36% | 59 |
|
|
2023
Q2 | $19.3M | Buy |
56,487
+6,874
| +14% | +$2.34M | 0.33% | 66 |
|
|
2023
Q1 | $15.3M | Buy |
49,613
+22,703
| +84% | +$7.01M | 0.32% | 72 |
|
|
2022
Q4 | $8.31M | Buy |
26,910
+2,003
| +8% | +$619K | 0.23% | 95 |
|
|
2022
Q3 | $6.65M | Sell |
24,907
-2,113
| -8% | -$564K | 0.21% | 103 |
|
|
2022
Q2 | $7.38M | Sell |
27,020
-143
| -0.5% | -$39K | 0.23% | 95 |
|
|
2022
Q1 | $9.59M | Buy |
27,163
+1,922
| +8% | +$678K | 0.29% | 76 |
|
|
2021
Q4 | $7.55M | Sell |
25,241
-63
| -0.2% | -$18.8K | 0.22% | 88 |
|
|
2021
Q3 | $6.91M | Buy |
25,304
+3,401
| +16% | +$928K | 0.22% | 90 |
|
|
2021
Q2 | $6.09M | Buy |
21,903
+2,411
| +12% | +$670K | 0.22% | 97 |
|
|
2021
Q1 | $4.98M | Buy |
19,492
+1,188
| +6% | +$304K | 0.2% | 96 |
|
|
2020
Q4 | $4.24M | Buy |
18,304
+743
| +4% | +$172K | 0.2% | 91 |
|
|
2020
Q3 | $3.74M | Buy |
17,561
+1,704
| +11% | +$363K | 0.23% | 84 |
|
|
2020
Q2 | $2.83M | Buy |
15,857
+4,197
| +36% | +$749K | 0.2% | 86 |
|
|
2020
Q1 | $2.13M | Sell |
11,660
-1,472
| -11% | -$269K | 0.2% | 89 |
|
|
2019
Q4 | $2.97M | Buy |
13,132
+842
| +7% | +$191K | 0.25% | 74 |
|
|
2019
Q3 | $2.56M | Sell |
12,290
-856
| -7% | -$178K | 0.29% | 71 |
|
|
2019
Q2 | $2.65M | Buy |
13,146
+4,396
| +50% | +$887K | 0.35% | 65 |
|
|
2019
Q1 | $1.76M | Buy |
8,750
+699
| +9% | +$140K | 0.3% | 73 |
|
|
2018
Q4 | $1.64M | Buy |
8,051
+643
| +9% | +$131K | 0.45% | 56 |
|
|
2018
Q3 | $1.59M | Buy |
7,408
+807
| +12% | +$173K | 0.48% | 48 |
|
|
2018
Q2 | $1.24M | Sell |
6,601
-71
| -1% | -$13.3K | 0.42% | 56 |
|
|
2018
Q1 | $1.3M | Buy |
6,672
+850
| +15% | +$166K | 0.52% | 46 |
|
|
2017
Q4 | $1.18M | Buy |
+5,822
| New | +$1.18M | 0.5% | 42 |
|