LCP
Legacy Capital Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.78M | Buy |
7,885
+91
| +1% | +$32.1K | 0.92% | 37 |
|
|
2021
Q4 | $2.33M | Buy |
7,794
+425
| +6% | +$127K | 0.75% | 42 |
|
|
2021
Q3 | $2.01M | Buy |
7,369
+87
| +1% | +$23.7K | 0.73% | 44 |
|
|
2021
Q2 | $2.02M | Sell |
7,282
-70
| -1% | -$19.5K | 0.72% | 46 |
|
|
2021
Q1 | $1.88M | Buy |
7,352
+80
| +1% | +$20.4K | 0.71% | 48 |
|
|
2020
Q4 | $1.69M | Sell |
7,272
-1,320
| -15% | -$306K | 0.66% | 50 |
|
|
2020
Q3 | $1.83M | Buy |
8,592
+1,209
| +16% | +$258K | 0.74% | 43 |
|
|
2020
Q2 | $1.32M | Buy |
7,383
+3,720
| +102% | +$664K | 0.57% | 52 |
|
|
2020
Q1 | $670K | Sell |
3,663
-150
| -4% | -$27.4K | 0.33% | 68 |
|
|
2019
Q4 | $864K | Sell |
3,813
-190
| -5% | -$43.1K | 0.35% | 69 |
|
|
2019
Q3 | $833K | Sell |
4,003
-65
| -2% | -$13.5K | 0.36% | 69 |
|
|
2019
Q2 | $867K | Buy |
4,068
+100
| +3% | +$21.3K | 0.39% | 70 |
|
|
2019
Q1 | $797K | Sell |
3,968
-155
| -4% | -$31.1K | 0.37% | 68 |
|
|
2018
Q4 | $842K | Buy |
4,123
+1,930
| +88% | +$394K | 0.45% | 59 |
|
|
2018
Q3 | $470K | Buy |
2,193
+85
| +4% | +$18.2K | 0.22% | 88 |
|
|
2018
Q2 | $393K | Sell |
2,108
-62
| -3% | -$11.6K | 0.19% | 96 |
|
|
2018
Q1 | $433K | Hold |
2,170
| – | – | 0.22% | 88 |
|
|
2017
Q4 | $430K | Sell |
2,170
-60
| -3% | -$11.9K | 0.21% | 85 |
|
|
2017
Q3 | $409K | Hold |
2,230
| – | – | 0.22% | 81 |
|
|
2017
Q2 | $378K | Hold |
2,230
| – | – | 0.2% | 87 |
|
|
2017
Q1 | $256K | Buy |
2,230
+690
| +45% | +$79.2K | 0.14% | 96 |
|
|
2016
Q4 | $251K | Buy |
1,540
+150
| +11% | +$24.4K | 0.15% | 101 |
|
|
2016
Q3 | $201K | Hold |
1,390
| – | – | 0.13% | 108 |
|
|
2016
Q2 | $202K | Sell |
1,390
-250
| -15% | -$36.3K | 0.13% | 109 |
|
|
2016
Q1 | $233K | Hold |
1,640
| – | – | 0.15% | 103 |
|
|
2015
Q4 | $217K | Hold |
1,640
| – | – | 0.14% | 108 |
|
|
2015
Q3 | $214K | Hold |
1,640
| – | – | 0.15% | 105 |
|
|
2015
Q2 | $224K | Sell |
1,640
-4
| -0.2% | -$546 | 0.15% | 107 |
|
|
2015
Q1 | $238K | Hold |
1,644
| – | – | 0.15% | 106 |
|
|
2014
Q4 | $247K | Sell |
1,644
-54
| -3% | -$8.11K | 0.16% | 103 |
|
|
2014
Q3 | $235K | Sell |
1,698
-300
| -15% | -$41.5K | 0.16% | 101 |
|
|
2014
Q2 | $253K | Sell |
1,998
-900
| -31% | -$114K | 0.16% | 101 |
|
|
2014
Q1 | $363K | Hold |
2,898
| – | – | 0.26% | 81 |
|
|
2013
Q4 | $344K | Sell |
2,898
-450
| -13% | -$53.4K | 0.24% | 84 |
|
|
2013
Q3 | $381K | Hold |
3,348
| – | – | 0.28% | 78 |
|
|
2013
Q2 | $375K | Buy |
+3,348
| New | +$375K | 0.29% | 77 |
|