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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2023 holdings

Shares (Q2 2023)
44,274
Value
$15.1M
% of portfolio
3.6%
Quarters held
10
Since Q1 2021
Holdings of BRK.B by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202344,274$15.1M3.6%+1,992+4.7%AddedHolders
Q1 202342,282$13.1M3.3%−5,818−12.1%ReducedHolders
Q4 202248,100$14.9M4.4%−1,390−2.8%ReducedHolders
Q3 202249,490$13.2M4.1%−10,154−17.0%ReducedHolders
Q2 202259,644$16.3M4.4%+37,564+170.1%AddedHolders
Q1 202222,080$7.79M1.8%−1,894−7.9%ReducedHolders
Q4 202123,974$7.17M1.5%+22+0.1%AddedHolders
Q3 202123,952$6.54M1.5%+6,807+39.7%AddedHolders
Q2 202117,145$4.76M0.9%+543+3.3%AddedHolders
Q1 202116,602$4.24M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.