Intercontinental Wealth Advisors, LLC BRK.B Holdings History
Intercontinental Wealth Advisors, LLC's Berkshire Hathaway Inc Holding Summary
As of 2023-06-30, Intercontinental Wealth Advisors, LLC held 44,274.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $15.10 Mil. This investment constitutes 3.6% of their stock portfolio, and Intercontinental Wealth Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2018Q2. And since then Intercontinental Wealth Advisors, LLC has made 11 purchases of BRK.B, at an average price of $269.87, for a total of 78,572.00 shares. In addition, there have been 10 sales at an average price of $253.40 for 34,298.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Intercontinental Wealth Advisors, LLC's estimated gain on his BRK.B holdings is $8.46 Mil, reflecting a 39.92% gain to date.
Intercontinental Wealth Advisors, LLC BRK.B ($473.80) Holding Chart
Intercontinental Wealth Advisors, LLC BRK.B ($473.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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