Legacy Bridge’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
7,615
+359
| +5% | +$174K | 1.76% | 9 |
|
|
2025
Q1 | $3.86M | Buy |
7,256
+280
| +4% | +$149K | 2.16% | 5 |
|
|
2024
Q4 | $3.16M | Buy |
6,976
+20
| +0.3% | +$9.07K | 1.65% | 9 |
|
|
2024
Q3 | $3.2M | Buy |
6,956
+32
| +0.5% | +$14.7K | 1.72% | 6 |
|
|
2024
Q2 | $2.82M | Buy |
6,924
+8
| +0.1% | +$3.25K | 1.66% | 10 |
|
|
2024
Q1 | $2.91M | Buy |
6,916
+1,457
| +27% | +$613K | 1.7% | 8 |
|
|
2023
Q4 | $1.95M | Buy |
5,459
+2,881
| +112% | +$1.03M | 1.26% | 14 |
|
|
2023
Q3 | $903K | Hold |
2,578
| – | – | 0.64% | 67 |
|
|
2023
Q2 | $879K | Hold |
2,578
| – | – | 0.59% | 72 |
|
|
2023
Q1 | $796K | Hold |
2,578
| – | – | 0.56% | 79 |
|
|
2022
Q4 | $796K | Buy |
2,578
+497
| +24% | +$154K | 0.57% | 69 |
|
|
2022
Q3 | $556K | Hold |
2,081
| – | – | 0.44% | 88 |
|
|
2022
Q2 | $568K | Hold |
2,081
| – | – | 0.42% | 92 |
|
|
2022
Q1 | $734K | Sell |
2,081
-335
| -14% | -$118K | 0.43% | 96 |
|
|
2021
Q4 | $722K | Sell |
2,416
-50
| -2% | -$14.9K | 0.38% | 102 |
|
|
2021
Q3 | $673K | Hold |
2,466
| – | – | 0.39% | 98 |
|
|
2021
Q2 | $685K | Sell |
2,466
-200
| -8% | -$55.6K | 0.39% | 98 |
|
|
2021
Q1 | $681K | Sell |
2,666
-56
| -2% | -$14.3K | 0.44% | 83 |
|
|
2020
Q4 | $631K | Hold |
2,722
| – | – | 0.46% | 84 |
|
|
2020
Q3 | $580K | Sell |
2,722
-57
| -2% | -$12.1K | 0.53% | 66 |
|
|
2020
Q2 | $496K | Sell |
2,779
-303
| -10% | -$54.1K | 0.55% | 69 |
|
|
2020
Q1 | $563K | Buy |
3,082
+52
| +2% | +$9.5K | 0.71% | 51 |
|
|
2019
Q4 | $686K | Buy |
3,030
+452
| +18% | +$102K | 0.57% | 67 |
|
|
2019
Q3 | $536K | Sell |
2,578
-609
| -19% | -$127K | 0.51% | 75 |
|
|
2019
Q2 | $679K | Hold |
3,187
| – | – | 0.65% | 55 |
|
|
2019
Q1 | $640K | Buy |
3,187
+265
| +9% | +$53.2K | 0.66% | 52 |
|
|
2018
Q4 | $597K | Buy |
+2,922
| New | +$597K | 0.74% | 44 |
|