Legacy Wealth Managment, Llc/Id Berkshire Hathaway Inc Class B Transaction History

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 316 shares of BRK-B stock, worth $153,260. This represents 0.14% of its overall portfolio holdings.

Number of Shares
316
Previous 281 12.46%
Holding current value
$153,260
Previous $127,000 32.28%
% of portfolio
0.14%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$442.66 - $534.52 $15,493 - $18,708
35 Added 12.46%
316 $168,000
Q4 2024

Feb 13, 2025
SELL
$442.29 - $483.08 $1,326 - $1,449
-3 Reduced 1.06%
281 $127,000
Q3 2024

Nov 15, 2024
BUY
$405.19 - $478.57 $115,073 - $135,913
284 New
284 $130,000

Others Institutions Holding BRK-B

# of Institutions
4,962
Shares Held
900M
Call Options Held
19.4M
Put Options Held
12.1M
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 $631B
More about BRK-B
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