Legacy Financial Advisors, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Legacy Financial Advisors, Inc.

  • $513 Million
  • Q4 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 6,531 shares of BRKB stock, worth $0. This represents 0.58% of its overall portfolio holdings.

Number of Shares
6,531
Previous 6,291 3.81%
Holding current value
$0
Previous $2.9 Million 2.25%
% of portfolio
0.58%
Previous 0.56%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
240 Added 3.81%
6,531 $2.96 Million
Q3 2024

Nov 13, 2024
BUY
N/A
246 Added 4.07%
6,291 $2.9 Million
Q2 2024

Aug 13, 2024
BUY
N/A
236 Added 4.06%
6,045 $2.46 Million
Q1 2024

May 14, 2024
BUY
N/A
204 Added 3.64%
5,809 $2.44 Million
Q4 2023

Feb 06, 2024
BUY
N/A
283 Added 5.32%
5,605 $2 Million
Q3 2023

Nov 13, 2023
BUY
N/A
620 Added 13.19%
5,322 $1.86 Million
Q2 2023

Aug 08, 2023
BUY
N/A
329 Added 7.52%
4,702 $1.6 Million
Q1 2023

May 03, 2023
BUY
N/A
311 Added 7.66%
4,373 $1.35 Million
Q4 2022

Feb 06, 2023
BUY
N/A
667 Added 19.65%
4,062 $1.25 Million
Q3 2022

Nov 09, 2022
BUY
N/A
173 Added 5.37%
3,395 $906,000
Q2 2022

Aug 08, 2022
SELL
N/A
-469 Reduced 12.71%
3,222 $880,000
Q1 2022

May 04, 2022
BUY
N/A
340 Added 10.15%
3,691 $1.3 Million
Q4 2021

Feb 04, 2022
BUY
N/A
145 Added 4.52%
3,351 $1 Million
Q3 2021

Oct 26, 2021
BUY
N/A
621 Added 24.02%
3,206 $875,000
Q2 2021

Jul 21, 2021
SELL
N/A
-120 Reduced 4.44%
2,585 $718,000
Q1 2021

Apr 28, 2021
SELL
N/A
-349 Reduced 11.43%
2,705 $691,000
Q4 2020

Feb 02, 2021
SELL
N/A
-430 Reduced 12.34%
3,054 $708,000
Q3 2020

Nov 09, 2020
BUY
N/A
3,484 New
3,484 $742,000
Q1 2020

May 12, 2020
SELL
N/A
-9,071 Closed
0 $0
Q4 2019

Jan 27, 2020
SELL
N/A
-19 Reduced 0.21%
9,071 $2.06 Million
Q3 2019

Nov 07, 2019
BUY
N/A
3,702 Added 68.71%
9,090 $1.89 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-90 Reduced 1.64%
5,388 $1.15 Million
Q1 2019

May 14, 2019
BUY
N/A
49 Added 0.9%
5,478 $1.1 Million
Q4 2018

Jan 16, 2019
BUY
N/A
393 Added 7.8%
5,429 $1.11 Million
Q3 2018

Oct 30, 2018
BUY
N/A
212 Added 4.39%
5,036 $1.08 Million
Q2 2018

Jul 17, 2018
BUY
N/A
113 Added 2.4%
4,824 $921,000
Q1 2018

Apr 12, 2018
SELL
N/A
-665 Reduced 12.37%
4,711 $931,000
Q4 2017

Feb 09, 2018
BUY
N/A
5,376
5,376 $1.07 Million

Others Institutions Holding BRKB

# of Institutions
86
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email