Legacy Capital Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 1,917 shares of BRK-B stock, worth $848,579. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,917
Previous 1,955 1.94%
Holding current value
$848,579
Previous $795,000 10.94%
% of portfolio
0.15%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$405.19 - $478.57 $15,397 - $18,185
-38 Reduced 1.94%
1,917 $882,000
Q2 2024

Aug 01, 2024
BUY
$396.73 - $420.24 $775,607 - $821,569
1,955 New
1,955 $795,000
Q4 2023

Feb 05, 2024
SELL
$331.71 - $362.68 $170,830 - $186,780
-515 Reduced 25.22%
1,527 $544,000
Q3 2023

Oct 16, 2023
BUY
$340.9 - $370.48 $696,117 - $756,520
2,042 New
2,042 $715,000
Q1 2023

May 10, 2023
BUY
$293.51 - $320.37 $395,944 - $432,179
1,349 New
1,349 $416,000

Others Institutions Holding BRK-B

# of Institutions
4,383
Shares Held
830M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $576B
More about BRK-B
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