Legacy Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $945K | Sell |
3,539
-35
| -1% | -$9.35K | 1.56% | 16 |
|
|
2022
Q2 | $976K | Sell |
3,574
-32
| -0.9% | -$8.74K | 1.4% | 17 |
|
|
2022
Q1 | $1.27M | Sell |
3,606
-12
| -0.3% | -$4.24K | 1.5% | 14 |
|
|
2021
Q4 | $1.08M | Sell |
3,618
-535
| -13% | -$160K | 1.23% | 15 |
|
|
2021
Q3 | $1.13M | Sell |
4,153
-32
| -0.8% | -$8.73K | 1.27% | 19 |
|
|
2021
Q2 | $1.16M | Buy |
4,185
+180
| +4% | +$50K | 1.32% | 20 |
|
|
2021
Q1 | $1.02M | Buy |
4,005
+280
| +8% | +$71.5K | 1.31% | 21 |
|
|
2020
Q4 | $864K | Sell |
3,725
-50
| -1% | -$11.6K | 1.11% | 23 |
|
|
2020
Q3 | $804K | Sell |
3,775
-374
| -9% | -$79.7K | 0.92% | 26 |
|
|
2020
Q2 | $741K | Buy |
4,149
+125
| +3% | +$22.3K | 0.88% | 27 |
|
|
2020
Q1 | $736K | Buy |
4,024
+670
| +20% | +$123K | 1.18% | 24 |
|
|
2019
Q4 | $760K | Buy |
+3,354
| New | +$760K | 0.86% | 28 |
|