Legacy Financial Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History

Legacy Financial Advisors, Inc.

$505 Million
Q2 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 6,045 shares of BRK-B stock, worth $2.75 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

6,045

Previous 5,809 4.06%

Holding current value

$2.75 Million

Previous $2.44 Million 0.7%

% of portfolio

0.49%

Previous 0.49%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$396.73 - $420.24 $93,628 - $99,176	236 Added 4.06%	6,045 $2.46 Million
Q1 2024 May 14, 2024	BUY	$359.29 - $420.52 $73,295 - $85,786	204 Added 3.64%	5,809 $2.44 Million
Q4 2023 Feb 06, 2024	BUY	$331.71 - $362.68 $93,873 - $102,638	283 Added 5.32%	5,605 $2 Million
Q3 2023 Nov 13, 2023	BUY	$340.9 - $370.48 $211,358 - $229,697	620 Added 13.19%	5,322 $1.86 Million
Q2 2023 Aug 08, 2023	BUY	$309.07 - $341.0 $101,684 - $112,189	329 Added 7.52%	4,702 $1.6 Million
Q1 2023 May 03, 2023	BUY	$293.51 - $320.37 $91,281 - $99,635	311 Added 7.66%	4,373 $1.35 Million
Q4 2022 Feb 06, 2023	BUY	$264.0 - $318.6 $176,088 - $212,506	667 Added 19.65%	4,062 $1.25 Million
Q3 2022 Nov 09, 2022	BUY	$264.32 - $306.65 $45,727 - $53,050	173 Added 5.37%	3,395 $906,000
Q2 2022 Aug 08, 2022	SELL	$267.52 - $353.1 $125,466 - $165,603	-469 Reduced 12.71%	3,222 $880,000
Q1 2022 May 04, 2022	BUY	$300.79 - $359.57 $102,268 - $122,253	340 Added 10.15%	3,691 $1.3 Million
Q4 2021 Feb 04, 2022	BUY	$273.64 - $300.17 $39,677 - $43,524	145 Added 4.52%	3,351 $1 Million
Q3 2021 Oct 26, 2021	BUY	$272.66 - $291.28 $169,321 - $180,884	621 Added 24.02%	3,206 $875,000
Q2 2021 Jul 21, 2021	SELL	$258.2 - $292.52 $30,984 - $35,102	-120 Reduced 4.44%	2,585 $718,000
Q1 2021 Apr 28, 2021	SELL	$227.36 - $263.99 $79,348 - $92,132	-349 Reduced 11.43%	2,705 $691,000
Q4 2020 Feb 02, 2021	SELL	$200.7 - $233.92 $86,301 - $100,585	-430 Reduced 12.34%	3,054 $708,000
Q3 2020 Nov 09, 2020	BUY	$177.99 - $221.68 $620,117 - $772,333	3,484 New	3,484 $742,000
Q1 2020 May 12, 2020	SELL	$162.13 - $230.2 $1.47 Million - $2.09 Million	-9,071 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$203.1 - $227.05 $3,858 - $4,313	-19 Reduced 0.21%	9,071 $2.06 Million
Q3 2019 Nov 07, 2019	BUY	$195.81 - $215.25 $724,888 - $796,855	3,702 Added 68.71%	9,090 $1.89 Million
Q2 2019 Aug 07, 2019	SELL	$197.42 - $218.6 $17,767 - $19,674	-90 Reduced 1.64%	5,388 $1.15 Million
Q1 2019 May 14, 2019	BUY	$191.66 - $209.19 $9,391 - $10,250	49 Added 0.9%	5,478 $1.1 Million
Q4 2018 Jan 16, 2019	BUY	$187.76 - $223.76 $73,789 - $87,937	393 Added 7.8%	5,429 $1.11 Million
Q3 2018 Oct 30, 2018	BUY	$186.02 - $221.68 $39,436 - $46,996	212 Added 4.39%	5,036 $1.08 Million
Q2 2018 Jul 17, 2018	BUY	$184.91 - $201.2 $20,894 - $22,735	113 Added 2.4%	4,824 $921,000
Q1 2018 Apr 12, 2018	SELL	$191.42 - $217.25 $127,294 - $144,471	-665 Reduced 12.37%	4,711 $931,000
Q4 2017 Feb 09, 2018	BUY	$181.06 - $199.56 $973,378 - $1.07 Million	5,376	5,376 $1.07 Million

Others Institutions Holding BRK-B

# of Institutions

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $592B

More about BRK-B

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Legacy Financial Advisors, Inc. Berkshire Hathaway Inc Class B Transaction History