A detailed history of Legacy Financial Strategies, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 10,616 shares of BRK-B stock, worth $4.87 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
10,616
Previous 10,186 4.22%
Holding current value
$4.87 Million
Previous $4.14 Million 17.93%
% of portfolio
1.09%
Previous 1.01%

Shares

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

Oct 18, 2024

BUY
$405.19 - $478.57 $174,231 - $205,785
430 Added 4.22%
10,616 $4.89 Million
Q2 2024

Jul 10, 2024

BUY
$396.73 - $420.24 $57,525 - $60,934
145 Added 1.44%
10,186 $4.14 Million
Q1 2024

Apr 10, 2024

BUY
$359.29 - $420.52 $1,077 - $1,261
3 Added 0.03%
10,041 $4.22 Million
Q4 2023

Feb 01, 2024

SELL
$331.71 - $362.68 $36,819 - $40,257
-111 Reduced 1.09%
10,038 $3.58 Million
Q3 2023

Nov 13, 2023

SELL
$340.9 - $370.48 $26,590 - $28,897
-78 Reduced 0.76%
10,149 $3.56 Million
Q2 2023

Jul 28, 2023

SELL
$309.07 - $341.0 $29,979 - $33,077
-97 Reduced 0.94%
10,227 $3.49 Million
Q1 2023

May 10, 2023

SELL
$293.51 - $320.37 $74,258 - $81,053
-253 Reduced 2.39%
10,324 $3.19 Million
Q4 2022

Feb 15, 2023

BUY
$264.0 - $318.6 $22,176 - $26,762
84 Added 0.8%
10,577 $3.27 Million
Q3 2022

Nov 08, 2022

BUY
$264.32 - $306.65 $351,545 - $407,844
1,330 Added 14.51%
10,493 $2.8 Million
Q2 2022

Aug 09, 2022

SELL
$267.52 - $353.1 $44,943 - $59,320
-168 Reduced 1.8%
9,163 $2.5 Million
Q1 2022

May 06, 2022

BUY
$300.79 - $359.57 $64,068 - $76,588
213 Added 2.34%
9,331 $3.29 Million
Q3 2021

Nov 15, 2021

SELL
$272.66 - $291.28 $6,816 - $7,281
-25 Reduced 0.27%
9,118 $2.49 Million
Q1 2021

May 07, 2021

SELL
$227.36 - $263.99 $18,870 - $21,911
-83 Reduced 0.9%
9,143 $2.34 Million
Q4 2020

Feb 04, 2021

SELL
$200.7 - $233.92 $43,351 - $50,526
-216 Reduced 2.29%
9,226 $2.14 Million
Q3 2020

Nov 03, 2020

SELL
$177.99 - $221.68 $63,186 - $78,696
-355 Reduced 3.62%
9,442 $2.01 Million
Q2 2020

Aug 14, 2020

SELL
$169.25 - $201.56 $88,517 - $105,415
-523 Reduced 5.07%
9,797 $1.75 Million
Q1 2020

May 04, 2020

SELL
$162.13 - $230.2 $151,267 - $214,776
-933 Reduced 8.29%
10,320 $1.89 Million
Q4 2019

Jan 27, 2020

SELL
$203.1 - $227.05 $60,930 - $68,115
-300 Reduced 2.6%
11,253 $2.55 Million
Q3 2019

Nov 01, 2019

SELL
$195.81 - $215.25 $209,320 - $230,102
-1,069 Reduced 8.47%
11,553 $2.46 Million
Q2 2019

Jul 15, 2019

SELL
$197.42 - $218.6 $420,504 - $465,618
-2,130 Reduced 14.44%
12,622 $2.69 Million
Q1 2019

May 08, 2019

SELL
$191.66 - $209.19 $701,475 - $765,635
-3,660 Reduced 19.88%
14,752 $2.96 Million
Q4 2018

Feb 15, 2019

SELL
$187.76 - $223.76 $2.54 Million - $3.03 Million
-13,520 Reduced 42.34%
18,412 $3.76 Million
Q3 2018

Nov 14, 2018

BUY
$186.02 - $221.68 $212,062 - $252,715
1,140 Added 3.7%
31,932 $6.96 Million
Q2 2018

Aug 14, 2018

SELL
$184.91 - $201.2 $57,322 - $62,372
-310 Reduced 1.0%
30,792 $5.75 Million
Q1 2018

May 14, 2018

BUY
$191.42 - $217.25 $567,368 - $643,929
2,964 Added 10.53%
31,102 $6.2 Million
Q4 2017

May 14, 2018

BUY
$181.06 - $199.56 $5.09 Million - $5.62 Million
28,138
28,138 $5.58 Million

Others Institutions Holding BRK-B

About BERKSHIRE HATHAWAY INC - Class B


  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $597B
More about BRK-B
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