Legacy Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.16M | Sell |
4,167
-1,687
| -29% | -$469K | 0.64% | 40 |
|
|
2021
Q1 | $1.5M | Buy |
5,854
+1,529
| +35% | +$391K | 0.88% | 19 |
|
|
2020
Q4 | $1M | Buy |
4,325
+682
| +19% | +$158K | 0.63% | 37 |
|
|
2020
Q3 | $776K | Buy |
3,643
+800
| +28% | +$170K | 0.55% | 40 |
|
|
2020
Q2 | $508K | Buy |
2,843
+388
| +16% | +$69.3K | 0.38% | 56 |
|
|
2020
Q1 | $449K | Buy |
+2,455
| New | +$449K | 0.42% | 49 |
|