Legacy Wealth Management, LLC / Ms Berkshire Hathaway Inc Class B Transaction History

Legacy Wealth Management, LLC / Ms

$306 Billion
Q1 2025

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 1,913 shares of BRK-B stock, worth $1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

1,913

Previous 1,574 21.54%

Holding current value

$1 Million

Previous $713 Million 42.8%

% of portfolio

0.33%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	BUY	$442.66 - $534.52 $150,061 - $181,202	339 Added 21.54%	1,913 $1.02 Billion
Q4 2024 Jan 06, 2025	SELL	$442.29 - $483.08 $117,206 - $128,016	-265 Reduced 14.41%	1,574 $713 Million
Q3 2024 Dec 12, 2024	BUY	$405.19 - $478.57 $137,359 - $162,235	339 Added 22.6%	1,839 $846 Million
Q3 2021 Dec 12, 2024	BUY	$272.66 - $291.28 $21,812 - $23,302	80 Added 5.63%	1,500 $409 Million
Q2 2020 Dec 12, 2024	BUY	$169.25 - $201.56 $29,618 - $35,273	175 Added 14.06%	1,420 $253 Million
Q1 2020 Dec 12, 2024	BUY	$162.13 - $230.2 $201,851 - $286,599	1,245 New	1,245 $228 Million

Others Institutions Holding BRK-B

# of Institutions

4,817

Shares Held

864M

Call Options Held

21.4M

Put Options Held

13M

View Full List

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 $683B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.

Account

Legacy Wealth Management, LLC / Ms Berkshire Hathaway Inc Class B Transaction History