Legacy Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Legacy Advisors, LLC

$789 Million
Q1 2024

A detailed history of Legacy Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legacy Advisors, LLC holds 12,833 shares of BRK-B stock, worth $5.22 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

12,833

Previous 12,754 0.62%

Holding current value

$5.22 Million

Previous $4.55 Million 18.65%

% of portfolio

0.68%

Previous 0.59%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$359.29 - $420.52 $28,383 - $33,221	79 Added 0.62%	12,833 $5.4 Million
Q4 2023 Feb 12, 2024	BUY	$331.71 - $362.68 $396,725 - $433,765	1,196 Added 10.35%	12,754 $4.55 Million
Q3 2023 Nov 14, 2023	BUY	$340.9 - $370.48 $100,906 - $109,662	296 Added 2.63%	11,558 $4.05 Million
Q2 2023 Jul 20, 2023	SELL	$309.07 - $341.0 $116,210 - $128,216	-376 Reduced 3.23%	11,262 $3.84 Million
Q1 2023 May 01, 2023	BUY	$293.51 - $320.37 $59,582 - $65,035	203 Added 1.78%	11,638 $3.59 Million

Q4 2022 Feb 01, 2023	BUY	$264.0 - $318.6 $83,952 - $101,314	318 Added 2.86%	11,435 $3.53 Million
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $74,009 - $85,862	280 Added 2.58%	11,117 $2.97 Million
Q2 2022 Jul 25, 2022	SELL	$267.52 - $353.1 $35,312 - $46,609	-132 Reduced 1.2%	10,837 $2.96 Million
Q1 2022 May 11, 2022	BUY	$300.79 - $359.57 $141,070 - $168,638	469 Added 4.47%	10,969 $3.87 Million
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $2.87 Million - $3.15 Million	10,500 New	10,500 $3.14 Million
Q3 2018 Oct 18, 2018	SELL	$186.02 - $221.68 $1.63 Million - $1.94 Million	-8,767 Closed	0 $0
Q1 2018 Apr 17, 2018	BUY	$191.42 - $217.25 $209,987 - $238,323	1,097 Added 14.3%	8,767 $1.73 Million
Q3 2017 Nov 03, 2017	BUY	$173.99 - $183.82 $1.33 Million - $1.41 Million	7,670	7,670 $1.41 Million

Others Institutions Holding BRK-B

# of Institutions

4,161

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $529B

More about BRK-B

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Legacy Advisors, LLC Berkshire Hathaway Inc Class B Transaction History