LFS
Legacy Financial Strategies’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 | $5.17M | Buy |
10,649
+299
| +3% | +$145K | 1.02% | 14 |
|
|
2025
Q1 | $5.51M | Sell |
10,350
-236
| -2% | -$126K | 1.2% | 12 |
|
|
2024
Q4 | $4.78M | Sell |
10,586
-30
| -0.3% | -$13.5K | 1.03% | 13 |
|
|
2024
Q3 | $4.89M | Buy |
10,616
+430
| +4% | +$198K | 1.08% | 13 |
|
|
2024
Q2 | $4.13M | Buy |
10,186
+145
| +1% | +$58.8K | 0.99% | 14 |
|
|
2024
Q1 | $4.22M | Buy |
10,041
+3
| +0% | +$1.26K | 1.09% | 12 |
|
|
2023
Q4 | $3.58M | Sell |
10,038
-111
| -1% | -$39.6K | 1.02% | 12 |
|
|
2023
Q3 | $3.51M | Sell |
10,149
-78
| -0.8% | -$27K | 1.13% | 12 |
|
|
2023
Q2 | $3.49M | Sell |
10,227
-97
| -0.9% | -$33.1K | 1.17% | 11 |
|
|
2023
Q1 | $3.19M | Sell |
10,324
-253
| -2% | -$78.1K | 1.18% | 11 |
|
|
2022
Q4 | $3.27M | Buy |
10,577
+84
| +0.8% | +$25.9K | 1.35% | 10 |
|
|
2022
Q3 | $2.8M | Buy |
10,493
+1,330
| +15% | +$355K | 1.3% | 12 |
|
|
2022
Q2 | $2.5M | Sell |
9,163
-168
| -2% | -$45.9K | 1.24% | 12 |
|
|
2022
Q1 | $3.29M | Buy |
9,331
+213
| +2% | +$75.2K | 1.4% | 12 |
|
|
2021
Q4 | $2.73M | Hold |
9,118
| – | – | 1.18% | 12 |
|
|
2021
Q3 | $2.49M | Sell |
9,118
-25
| -0.3% | -$6.82K | 1.17% | 12 |
|
|
2021
Q2 | $2.54M | Hold |
9,143
| – | – | 1.22% | 11 |
|
|
2021
Q1 | $2.34M | Sell |
9,143
-83
| -0.9% | -$21.2K | 1.24% | 11 |
|
|
2020
Q4 | $2.14M | Sell |
9,226
-216
| -2% | -$50.1K | 1.09% | 13 |
|
|
2020
Q3 | $2.01M | Sell |
9,442
-355
| -4% | -$75.6K | 1.16% | 12 |
|
|
2020
Q2 | $1.75M | Sell |
9,797
-523
| -5% | -$93.4K | 1.35% | 10 |
|
|
2020
Q1 | $1.89M | Sell |
10,320
-933
| -8% | -$171K | 1.79% | 7 |
|
|
2019
Q4 | $2.55M | Sell |
11,253
-300
| -3% | -$68K | 2.06% | 7 |
|
|
2019
Q3 | $2.46M | Sell |
11,553
-1,069
| -8% | -$228K | 2.19% | 7 |
|
|
2019
Q2 | $2.69M | Sell |
12,622
-2,130
| -14% | -$454K | 2.51% | 7 |
|
|
2019
Q1 | $2.96M | Sell |
14,752
-3,660
| -20% | -$735K | 2.53% | 9 |
|
|
2018
Q4 | $3.76M | Sell |
18,412
-13,520
| -42% | -$2.76M | 3.72% | 8 |
|
|
2018
Q3 | $6.96M | Buy |
31,932
+1,140
| +4% | +$248K | 7.08% | 7 |
|
|
2018
Q2 | $5.75M | Sell |
30,792
-310
| -1% | -$57.9K | 5.15% | 7 |
|
|
2018
Q1 | $6.2M | Buy |
31,102
+2,964
| +11% | +$591K | 6.06% | 6 |
|
|
2017
Q4 | $5.58M | Buy |
+28,138
| New | +$5.58M | 5.93% | 4 |
|