Legacy Financial Group (Oklahoma)’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 | $3.22M | Buy |
6,620
+335
| +5% | +$163K | 0.95% | 24 |
|
|
2025
Q1 | $3.35M | Buy |
6,285
+58
| +0.9% | +$30.9K | 1.07% | 24 |
|
|
2024
Q4 | $2.82M | Buy |
6,227
+2
| +0% | +$907 | 0.91% | 25 |
|
|
2024
Q3 | $2.81M | Buy |
6,225
+197
| +3% | +$88.8K | 0.95% | 24 |
|
|
2024
Q2 | $2.45M | Sell |
6,028
-12
| -0.2% | -$4.88K | 0.93% | 24 |
|
|
2024
Q1 | $2.54M | Buy |
6,040
+284
| +5% | +$119K | 1% | 24 |
|
|
2023
Q4 | $2.05M | Sell |
5,756
-17
| -0.3% | -$6.06K | 0.9% | 26 |
|
|
2023
Q3 | $2.02M | Buy |
5,773
+3
| +0.1% | +$1.05K | 1% | 24 |
|
|
2023
Q2 | $1.97M | Buy |
5,770
+19
| +0.3% | +$6.48K | 0.98% | 24 |
|
|
2023
Q1 | $1.78M | Buy |
5,751
+30
| +0.5% | +$9.26K | 0.98% | 24 |
|
|
2022
Q4 | $1.77M | Buy |
+5,721
| New | +$1.77M | 1.09% | 24 |
|