Legacy Wealth Management (Mississippi)’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 | $680K | Sell |
1,399
-514
| -27% | -$250K | 0.21% | 53 |
|
|
2025
Q1 | $1.02M | Buy |
1,913
+339
| +22% | +$181K | 0.33% | 46 |
|
|
2024
Q4 | $713K | Sell |
1,574
-265
| -14% | -$120K | 0.28% | 54 |
|
|
2024
Q3 | $846K | Buy |
1,839
+339
| +23% | +$156K | 0.31% | 53 |
|
|
2024
Q2 | $610K | Hold |
1,500
| – | – | 0.26% | 53 |
|
|
2024
Q1 | $631K | Hold |
1,500
| – | – | 0.28% | 52 |
|
|
2023
Q4 | $535K | Hold |
1,500
| – | – | 0.26% | 58 |
|
|
2023
Q3 | $525K | Hold |
1,500
| – | – | 0.27% | 59 |
|
|
2023
Q2 | $512K | Hold |
1,500
| – | – | 0.26% | 59 |
|
|
2023
Q1 | $463K | Hold |
1,500
| – | – | 0.26% | 60 |
|
|
2022
Q4 | $463K | Hold |
1,500
| – | – | 0.27% | 56 |
|
|
2022
Q3 | $401K | Hold |
1,500
| – | – | 0.27% | 61 |
|
|
2022
Q2 | $410K | Hold |
1,500
| – | – | 0.25% | 70 |
|
|
2022
Q1 | $529K | Hold |
1,500
| – | – | 0.28% | 72 |
|
|
2021
Q4 | $449K | Hold |
1,500
| – | – | 0.23% | 79 |
|
|
2021
Q3 | $409K | Buy |
1,500
+80
| +6% | +$21.8K | 0.22% | 83 |
|
|
2021
Q2 | $395K | Hold |
1,420
| – | – | 0.22% | 82 |
|
|
2021
Q1 | $363K | Hold |
1,420
| – | – | 0.22% | 77 |
|
|
2020
Q4 | $329K | Hold |
1,420
| – | – | 0.21% | 82 |
|
|
2020
Q3 | $302K | Hold |
1,420
| – | – | 0.21% | 88 |
|
|
2020
Q2 | $253K | Buy |
1,420
+175
| +14% | +$31.2K | 0.19% | 91 |
|
|
2020
Q1 | $228K | Buy |
+1,245
| New | +$228K | 0.21% | 89 |
|