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%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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