LWAM
Legacy Wealth Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,497
| Closed | -$1.39M | – | 337 |
|
|
2023
Q1 | $1.39M | Sell |
4,497
-31
| -0.7% | -$9.57K | 0.5% | 47 |
|
|
2022
Q4 | $1.4M | Buy |
4,528
+23
| +0.5% | +$7.11K | 0.53% | 46 |
|
|
2022
Q3 | $1.2M | Buy |
4,505
+1,117
| +33% | +$298K | 0.53% | 48 |
|
|
2022
Q2 | $925K | Sell |
3,388
-44
| -1% | -$12K | 0.38% | 89 |
|
|
2022
Q1 | $1.21M | Buy |
3,432
+6
| +0.2% | +$2.12K | 0.43% | 63 |
|
|
2021
Q4 | $1.02M | Buy |
3,426
+116
| +4% | +$34.7K | 0.35% | 101 |
|
|
2021
Q3 | $903K | Buy |
3,310
+19
| +0.6% | +$5.18K | 0.41% | 84 |
|
|
2021
Q2 | $915K | Sell |
3,291
-36
| -1% | -$10K | 0.41% | 79 |
|
|
2021
Q1 | $850K | Buy |
3,327
+29
| +0.9% | +$7.41K | 0.39% | 85 |
|
|
2020
Q4 | $765K | Buy |
+3,298
| New | +$765K | 0.39% | 93 |
|