Legend Financial Advisors’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 | $1.43M | Hold |
2,945
| – | – | 0.95% | 19 |
|
|
2025
Q1 | $1.57M | Sell |
2,945
-1
| -0% | -$533 | 1.15% | 19 |
|
|
2024
Q4 | $1.34M | Buy |
2,946
+197
| +7% | +$89.3K | 0.94% | 18 |
|
|
2024
Q3 | $1.27M | Buy |
2,749
+13
| +0.5% | +$5.98K | 0.87% | 19 |
|
|
2024
Q2 | $1.11M | Buy |
2,736
+33
| +1% | +$13.4K | 0.79% | 18 |
|
|
2024
Q1 | $1.14M | Sell |
2,703
-8
| -0.3% | -$3.36K | 0.82% | 18 |
|
|
2023
Q4 | $967K | Sell |
2,711
-20
| -0.7% | -$7.13K | 0.78% | 18 |
|
|
2023
Q3 | $957K | Sell |
2,731
-65
| -2% | -$22.8K | 0.82% | 18 |
|
|
2023
Q2 | $953K | Buy |
2,796
+22
| +0.8% | +$7.5K | 0.8% | 18 |
|
|
2023
Q1 | $857K | Buy |
2,774
+515
| +23% | +$159K | 0.72% | 18 |
|
|
2022
Q4 | $698K | Buy |
2,259
+57
| +3% | +$17.6K | 0.61% | 19 |
|
|
2022
Q3 | $588K | Sell |
2,202
-77
| -3% | -$20.6K | 0.55% | 21 |
|
|
2022
Q2 | $622K | Sell |
2,279
-311
| -12% | -$84.9K | 0.64% | 21 |
|
|
2022
Q1 | $707K | Buy |
2,590
+24
| +0.9% | +$6.55K | 0.45% | 24 |
|
|
2021
Q4 | $767K | Sell |
2,566
-24
| -0.9% | -$7.17K | 0.54% | 25 |
|
|
2021
Q3 | $707K | Buy |
2,590
+44
| +2% | +$12K | 0.45% | 24 |
|
|
2021
Q2 | $708K | Buy |
+2,546
| New | +$708K | 0.46% | 22 |
|
|
2021
Q1 | – | Sell |
-2,518
| Closed | -$584K | – | 19 |
|
|
2020
Q4 | $584K | Sell |
2,518
-32
| -1% | -$7.42K | 0.47% | 17 |
|
|
2020
Q3 | $543K | Sell |
2,550
-380
| -13% | -$80.9K | 0.43% | 21 |
|
|
2020
Q2 | $523K | Sell |
2,930
-428
| -13% | -$76.4K | 0.33% | 25 |
|
|
2020
Q1 | $614K | Sell |
3,358
-20
| -0.6% | -$3.66K | 0.55% | 17 |
|
|
2019
Q4 | $766K | Sell |
3,378
-186
| -5% | -$42.2K | 0.65% | 21 |
|
|
2019
Q3 | $741K | Hold |
3,564
| – | – | 0.63% | 22 |
|
|
2019
Q2 | $759K | Buy |
3,564
+30
| +0.8% | +$6.39K | 0.67% | 23 |
|
|
2019
Q1 | $710K | Buy |
3,534
+64
| +2% | +$12.9K | 0.78% | 19 |
|
|
2018
Q4 | $709K | Buy |
+3,470
| New | +$709K | 1.04% | 17 |
|