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Legacy Wealth Management (Idaho)’s Berkshire Hathaway Class B BRK.B Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$137K Sell
281
-35
-11% -$17K 0.07% 94
2025
Q1 		$168K Buy
316
+35
+12% +$18.6K 0.12% 73
2024
Q4 		$133K Sell
281
-3
-1% -$1.42K 0.08% 77
2024
Q3 		$133K Buy
+284
New +$133K 0.08% 70