LA
Legacy Advisors’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 | – | Sell |
-25,918
| Closed | -$13.8M | – | 71 |
|
|
2025
Q1 | $13.8M | Sell |
25,918
-34
| -0.1% | -$18.1K | 1.42% | 13 |
|
|
2024
Q4 | $11.8M | Buy |
25,952
+1,604
| +7% | +$727K | 1.14% | 16 |
|
|
2024
Q3 | $11.2M | Buy |
24,348
+11,283
| +86% | +$5.19M | 1.21% | 15 |
|
|
2024
Q2 | $5.31M | Buy |
13,065
+232
| +2% | +$94.4K | 0.65% | 26 |
|
|
2024
Q1 | $5.4M | Buy |
12,833
+79
| +0.6% | +$33.2K | 0.68% | 23 |
|
|
2023
Q4 | $4.55M | Buy |
12,754
+1,196
| +10% | +$427K | 0.59% | 29 |
|
|
2023
Q3 | $4.05M | Buy |
11,558
+296
| +3% | +$104K | 0.65% | 29 |
|
|
2023
Q2 | $3.84M | Sell |
11,262
-376
| -3% | -$128K | 0.57% | 35 |
|
|
2023
Q1 | $3.59M | Buy |
11,638
+203
| +2% | +$62.7K | 0.66% | 36 |
|
|
2022
Q4 | $3.53M | Buy |
11,435
+318
| +3% | +$98.2K | 0.65% | 31 |
|
|
2022
Q3 | $2.97M | Buy |
11,117
+280
| +3% | +$74.8K | 0.66% | 27 |
|
|
2022
Q2 | $2.96M | Sell |
10,837
-132
| -1% | -$36K | 0.62% | 25 |
|
|
2022
Q1 | $3.87M | Buy |
10,969
+469
| +4% | +$166K | 0.75% | 18 |
|
|
2021
Q4 | $3.14M | Buy |
+10,500
| New | +$3.14M | 1.15% | 19 |
|
|
2018
Q3 | – | Sell |
-8,767
| Closed | -$1.64M | – | 462 |
|
|
2018
Q2 | $1.64M | Hold |
8,767
| – | – | 1.22% | 18 |
|
|
2018
Q1 | $1.73M | Buy |
8,767
+1,097
| +14% | +$216K | 1.28% | 21 |
|
|
2017
Q4 | $1.52M | Hold |
7,670
| – | – | 1.48% | 19 |
|
|
2017
Q3 | $1.41M | Buy |
+7,670
| New | +$1.41M | 1.57% | 16 |
|