INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Berkshire Hathaway Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$2.94M
portfolio value
Berkshire Hathaway Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -15.47% | -2.01K shares | -617K | $0 | 11.03K |
| Q2 2022 | share | Increase | +2.59% | 330 shares | -926K | $0 | 13.05K |
| Q1 2022 | share | Increase | +22.13% | 2.30K shares | 1.37M | $0 | 12.72K |
| Q4 2021 | share | Decrease | -8.45% | -962 shares | 8K | $0 | 10.41K |
| Q3 2021 | share | Increase | +2.28% | 254 shares | 14K | $0 | 11.37K |
| Q2 2021 | share | Increase | +1.31% | 144 shares | 287K | $0 | 11.12K |
| Q1 2021 | share | Increase | +15.22% | 1.45K shares | 595K | $0 | 10.98K |
| Q4 2020 | share | Increase | +26.75% | 2.01K shares | 609K | $0 | 9.53K |
| Q3 2020 | share | Decrease | -5.15% | -408 shares | 186K | $0 | 7.51K |
| Q2 2020 | share | Increase | +41.40% | 2.32K shares | 390K | $0 | 7.92K |
| Q1 2020 | share | Increase | +6.90% | 362 shares | -163K | $0 | 5.60K |
| Q4 2019 | share | Increase | +3.53% | 179 shares | 134K | $0 | 5.24K |
| Q3 2019 | share | Decrease | -17.74% | -1.09K shares | -258K | $0 | 5.06K |
| Q2 2019 | share | Increase | 0.00% | 6.15K shares | 1.31M | $0 | 6.15K |
| Q1 2019 | share | Decrease | -100.00% | -5.55K shares | -1.13M | $0 | 0 |
| Q4 2018 | share | Increase | 0.00% | 5.55K shares | 1.13M | $0 | 5.55K |