Legacy Trust’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 | $1.9M | Sell |
3,910
-65
| -2% | -$31.6K | 0.47% | 54 |
|
|
2025
Q1 | $2.12M | Buy |
3,975
+90
| +2% | +$47.9K | 0.51% | 56 |
|
|
2024
Q4 | $1.76M | Sell |
3,885
-301
| -7% | -$136K | 0.41% | 62 |
|
|
2024
Q3 | $1.93M | Buy |
4,186
+145
| +4% | +$66.7K | 0.44% | 63 |
|
|
2024
Q2 | $1.64M | Hold |
4,041
| – | – | 0.41% | 63 |
|
|
2024
Q1 | $1.7M | Sell |
4,041
-460
| -10% | -$193K | 0.42% | 62 |
|
|
2023
Q4 | $1.61M | Sell |
4,501
-4
| -0.1% | -$1.43K | 0.42% | 65 |
|
|
2023
Q3 | $1.58M | Buy |
4,505
+24
| +0.5% | +$8.41K | 0.46% | 65 |
|
|
2023
Q2 | $1.53M | Buy |
4,481
+7
| +0.2% | +$2.39K | 0.42% | 68 |
|
|
2023
Q1 | $1.38M | Sell |
4,474
-37
| -0.8% | -$11.4K | 0.41% | 67 |
|
|
2022
Q4 | $1.39M | Buy |
+4,511
| New | +$1.39M | 0.43% | 65 |
|