Legacy Capital Wealth Partners’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 | $1.03M | Buy |
2,121
+99
| +5% | +$48.1K | 0.23% | 84 |
|
|
2025
Q1 | $1.08M | Buy |
2,022
+21
| +1% | +$11.2K | 0.26% | 72 |
|
|
2024
Q4 | $907K | Buy |
2,001
+84
| +4% | +$38.1K | 0.22% | 85 |
|
|
2024
Q3 | $882K | Sell |
1,917
-38
| -2% | -$17.5K | 0.18% | 115 |
|
|
2024
Q2 | $795K | Buy |
+1,955
| New | +$795K | 0.2% | 93 |
|
|
2024
Q1 | – | Sell |
-1,527
| Closed | -$545K | – | 146 |
|
|
2023
Q4 | $545K | Sell |
1,527
-515
| -25% | -$184K | 0.15% | 133 |
|
|
2023
Q3 | $715K | Buy |
+2,042
| New | +$715K | 0.2% | 109 |
|
|
2023
Q2 | – | Sell |
-1,349
| Closed | -$417K | – | 68 |
|
|
2023
Q1 | $417K | Buy |
+1,349
| New | +$417K | 0.11% | 158 |
|