Legacy Financial Group (Iowa)’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 | $5.34M | Buy |
11,002
+637
| +6% | +$309K | 0.75% | 31 |
|
|
2025
Q1 | $5.52M | Sell |
10,365
-458
| -4% | -$244K | 0.85% | 26 |
|
|
2024
Q4 | $4.91M | Buy |
10,823
+231
| +2% | +$105K | 0.79% | 29 |
|
|
2024
Q3 | $4.88M | Buy |
10,592
+97
| +0.9% | +$44.6K | 0.94% | 31 |
|
|
2024
Q2 | $4.27M | Buy |
10,495
+63
| +0.6% | +$25.6K | 0.84% | 29 |
|
|
2024
Q1 | $4.39M | Buy |
10,432
+9,750
| +1,430% | +$4.1M | 0.89% | 26 |
|
|
2023
Q4 | $243K | Sell |
682
-9,573
| -93% | -$3.41M | 1.1% | 26 |
|
|
2023
Q3 | $3.59M | Buy |
+10,255
| New | +$3.59M | 0.84% | 26 |
|
|
2022
Q4 | – | Sell |
-10,166
| Closed | -$2.72M | – | 47 |
|
|
2022
Q3 | $2.72M | Buy |
+10,166
| New | +$2.72M | 0.91% | 20 |
|
|
2022
Q2 | – | Sell |
-10,415
| Closed | -$3.68M | – | 42 |
|
|
2022
Q1 | $3.68M | Buy |
+10,415
| New | +$3.68M | 1.08% | 19 |
|
|
2021
Q4 | – | Sell |
-10,301
| Closed | -$2.81M | – | 36 |
|
|
2021
Q3 | $2.81M | Sell |
10,301
-13
| -0.1% | -$3.55K | 0.84% | 20 |
|
|
2021
Q2 | $2.87M | Buy |
10,314
+8
| +0.1% | +$2.22K | 0.87% | 22 |
|
|
2021
Q1 | $2.63M | Buy |
+10,306
| New | +$2.63M | 0.92% | 24 |
|