Legacy Financial Strategies, LLC Berkshire Hathaway Inc Class B Transaction History

Legacy Financial Strategies, LLC

$409 Million
Q2 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 10,186 shares of BRK-B stock, worth $4.71 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

10,186

Previous 10,041 1.44%

Holding current value

$4.71 Million

Previous $4.22 Million 1.87%

% of portfolio

1.01%

Previous 1.1%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$396.73 - $420.24 $57,525 - $60,934	145 Added 1.44%	10,186 $4.14 Million
Q1 2024 Apr 10, 2024	BUY	$359.29 - $420.52 $1,077 - $1,261	3 Added 0.03%	10,041 $4.22 Million
Q4 2023 Feb 01, 2024	SELL	$331.71 - $362.68 $36,819 - $40,257	-111 Reduced 1.09%	10,038 $3.58 Million
Q3 2023 Nov 13, 2023	SELL	$340.9 - $370.48 $26,590 - $28,897	-78 Reduced 0.76%	10,149 $3.56 Million
Q2 2023 Jul 28, 2023	SELL	$309.07 - $341.0 $29,979 - $33,077	-97 Reduced 0.94%	10,227 $3.49 Million
Q1 2023 May 10, 2023	SELL	$293.51 - $320.37 $74,258 - $81,053	-253 Reduced 2.39%	10,324 $3.19 Million
Q4 2022 Feb 15, 2023	BUY	$264.0 - $318.6 $22,176 - $26,762	84 Added 0.8%	10,577 $3.27 Million
Q3 2022 Nov 08, 2022	BUY	$264.32 - $306.65 $351,545 - $407,844	1,330 Added 14.51%	10,493 $2.8 Million
Q2 2022 Aug 09, 2022	SELL	$267.52 - $353.1 $44,943 - $59,320	-168 Reduced 1.8%	9,163 $2.5 Million
Q1 2022 May 06, 2022	BUY	$300.79 - $359.57 $64,068 - $76,588	213 Added 2.34%	9,331 $3.29 Million
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $6,816 - $7,281	-25 Reduced 0.27%	9,118 $2.49 Million
Q1 2021 May 07, 2021	SELL	$227.36 - $263.99 $18,870 - $21,911	-83 Reduced 0.9%	9,143 $2.34 Million
Q4 2020 Feb 04, 2021	SELL	$200.7 - $233.92 $43,351 - $50,526	-216 Reduced 2.29%	9,226 $2.14 Million
Q3 2020 Nov 03, 2020	SELL	$177.99 - $221.68 $63,186 - $78,696	-355 Reduced 3.62%	9,442 $2.01 Million
Q2 2020 Aug 14, 2020	SELL	$169.25 - $201.56 $88,517 - $105,415	-523 Reduced 5.07%	9,797 $1.75 Million
Q1 2020 May 04, 2020	SELL	$162.13 - $230.2 $151,267 - $214,776	-933 Reduced 8.29%	10,320 $1.89 Million
Q4 2019 Jan 27, 2020	SELL	$203.1 - $227.05 $60,930 - $68,115	-300 Reduced 2.6%	11,253 $2.55 Million
Q3 2019 Nov 01, 2019	SELL	$195.81 - $215.25 $209,320 - $230,102	-1,069 Reduced 8.47%	11,553 $2.46 Million
Q2 2019 Jul 15, 2019	SELL	$197.42 - $218.6 $420,504 - $465,618	-2,130 Reduced 14.44%	12,622 $2.69 Million
Q1 2019 May 08, 2019	SELL	$191.66 - $209.19 $701,475 - $765,635	-3,660 Reduced 19.88%	14,752 $2.96 Million
Q4 2018 Feb 15, 2019	SELL	$187.76 - $223.76 $2.54 Million - $3.03 Million	-13,520 Reduced 42.34%	18,412 $3.76 Million
Q3 2018 Nov 14, 2018	BUY	$186.02 - $221.68 $212,062 - $252,715	1,140 Added 3.7%	31,932 $6.96 Million
Q2 2018 Aug 14, 2018	SELL	$184.91 - $201.2 $57,322 - $62,372	-310 Reduced 1.0%	30,792 $5.75 Million
Q1 2018 May 14, 2018	BUY	$191.42 - $217.25 $567,368 - $643,929	2,964 Added 10.53%	31,102 $6.2 Million
Q4 2017 May 14, 2018	BUY	$181.06 - $199.56 $5.09 Million - $5.62 Million	28,138	28,138 $5.58 Million

Others Institutions Holding BRK-B

# of Institutions

4,262

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $601B

More about BRK-B

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Legacy Financial Strategies, LLC Berkshire Hathaway Inc Class B Transaction History