Legacy Financial Advisors’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 | $3.3M | Buy |
6,792
+13
| +0.2% | +$6.32K | 0.52% | 30 |
|
|
2025
Q1 | $3.61M | Buy |
6,779
+248
| +4% | +$132K | 0.6% | 26 |
|
|
2024
Q4 | $2.96M | Buy |
6,531
+240
| +4% | +$109K | 0.49% | 37 |
|
|
2024
Q3 | $2.9M | Buy |
6,291
+246
| +4% | +$113K | 0.49% | 39 |
|
|
2024
Q2 | $2.46M | Buy |
6,045
+236
| +4% | +$96K | 0.44% | 39 |
|
|
2024
Q1 | $2.44M | Buy |
5,809
+204
| +4% | +$85.8K | 0.44% | 38 |
|
|
2023
Q4 | $2M | Buy |
5,605
+283
| +5% | +$101K | 0.38% | 41 |
|
|
2023
Q3 | $1.86M | Buy |
5,322
+620
| +13% | +$217K | 0.37% | 38 |
|
|
2023
Q2 | $1.6M | Buy |
4,702
+329
| +8% | +$112K | 0.3% | 45 |
|
|
2023
Q1 | $1.35M | Buy |
4,373
+311
| +8% | +$96K | 0.28% | 43 |
|
|
2022
Q4 | $1.25M | Buy |
4,062
+667
| +20% | +$206K | 0.27% | 44 |
|
|
2022
Q3 | $906K | Buy |
3,395
+173
| +5% | +$46.2K | 0.22% | 53 |
|
|
2022
Q2 | $880K | Sell |
3,222
-469
| -13% | -$128K | 0.22% | 52 |
|
|
2022
Q1 | $1.3M | Buy |
3,691
+340
| +10% | +$120K | 0.29% | 34 |
|
|
2021
Q4 | $1M | Buy |
3,351
+145
| +5% | +$43.4K | 0.23% | 48 |
|
|
2021
Q3 | $875K | Buy |
3,206
+621
| +24% | +$169K | 0.21% | 43 |
|
|
2021
Q2 | $718K | Sell |
2,585
-120
| -4% | -$33.3K | 0.18% | 49 |
|
|
2021
Q1 | $691K | Sell |
2,705
-349
| -11% | -$89.2K | 0.19% | 49 |
|
|
2020
Q4 | $708K | Sell |
3,054
-430
| -12% | -$99.7K | 0.2% | 46 |
|
|
2020
Q3 | $742K | Buy |
+3,484
| New | +$742K | 0.23% | 38 |
|
|
2020
Q1 | – | Sell |
-9,071
| Closed | -$2.06M | – | 69 |
|
|
2019
Q4 | $2.06M | Sell |
9,071
-19
| -0.2% | -$4.3K | 0.65% | 17 |
|
|
2019
Q3 | $1.89M | Buy |
9,090
+3,702
| +69% | +$770K | 0.63% | 16 |
|
|
2019
Q2 | $1.15M | Sell |
5,388
-90
| -2% | -$19.2K | 0.41% | 22 |
|
|
2019
Q1 | $1.1M | Buy |
5,478
+49
| +0.9% | +$9.84K | 0.37% | 22 |
|
|
2018
Q4 | $1.11M | Buy |
5,429
+393
| +8% | +$80.2K | 0.43% | 24 |
|
|
2018
Q3 | $1.08M | Buy |
5,036
+212
| +4% | +$45.4K | 0.39% | 25 |
|
|
2018
Q2 | $921K | Buy |
4,824
+113
| +2% | +$21.6K | 0.35% | 26 |
|
|
2018
Q1 | $931K | Sell |
4,711
-665
| -12% | -$131K | 0.37% | 23 |
|
|
2017
Q4 | $1.07M | Buy |
+5,376
| New | +$1.07M | 0.44% | 20 |
|