Legacy Capital Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History

Legacy Capital Wealth Partners, LLC

$437 Million
Q1 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 2,022 shares of BRK-B stock, worth $1.08 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,022

Previous 2,001 1.05%

Holding current value

$1.08 Million

Previous $907,000 18.63%

% of portfolio

0.25%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$442.66 - $534.52 $9,295 - $11,224	21 Added 1.05%	2,022 $1.08 Million
Q4 2024 Jan 30, 2025	BUY	$442.29 - $483.08 $37,152 - $40,578	84 Added 4.38%	2,001 $907,000
Q3 2024 Nov 04, 2024	SELL	$405.19 - $478.57 $15,397 - $18,185	-38 Reduced 1.94%	1,917 $882,000
Q2 2024 Aug 01, 2024	BUY	$396.73 - $420.24 $775,607 - $821,569	1,955 New	1,955 $795,000
Q4 2023 Feb 05, 2024	SELL	$331.71 - $362.68 $170,830 - $186,780	-515 Reduced 25.22%	1,527 $544,000
Q3 2023 Oct 16, 2023	BUY	$340.9 - $370.48 $696,117 - $756,520	2,042 New	2,042 $715,000
Q1 2023 May 10, 2023	BUY	$293.51 - $320.37 $395,944 - $432,179	1,349 New	1,349 $416,000

Others Institutions Holding BRK-B

# of Institutions

4,926

Shares Held

877M

Call Options Held

19.7M

Put Options Held

12.4M

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 $694B

More about BRK-B

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Legacy Capital Wealth Partners, LLC Berkshire Hathaway Inc Class B Transaction History