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

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 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 281 shares of BRK-B stock, worth $134,073. This represents 0.11% of its overall portfolio holdings.

Number of Shares
281
Previous 316 11.08%
Holding current value
$134,073
Previous $168,000 19.05%
% of portfolio
0.11%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$483.48 - $539.8 $16,921 - $18,893
-35 Reduced 11.08%
281 $136,000
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
5,038
Shares Held
925M
Call Options Held
18.2M
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 $621B
More about BRK-B
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