Legacy Wealth Planning, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 3,539 shares of BRKB stock, worth $0. This represents 1.56% of its overall portfolio holdings.

Number of Shares

3,539

Previous 3,574 0.98%

Holding current value

Previous $976,000 3.18%

% of portfolio

1.56%

Previous 1.4%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	N/A	-35 Reduced 0.98%	3,539 $945,000
Q2 2022 Jul 26, 2022	SELL	N/A	-32 Reduced 0.89%	3,574 $976,000
Q1 2022 May 10, 2022	SELL	N/A	-12 Reduced 0.33%	3,606 $1.27 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-535 Reduced 12.88%	3,618 $1.08 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-32 Reduced 0.76%	4,153 $1.13 Million

Q2 2021 Aug 16, 2021	BUY	N/A	180 Added 4.49%	4,185 $1.16 Million
Q1 2021 May 06, 2021	BUY	N/A	280 Added 7.52%	4,005 $1.02 Million
Q4 2020 Feb 12, 2021	SELL	N/A	-50 Reduced 1.32%	3,725 $864,000
Q3 2020 Nov 03, 2020	SELL	N/A	-374 Reduced 9.01%	3,775 $804,000
Q2 2020 Aug 17, 2020	BUY	N/A	3,413 Added 463.72%	4,149 $741,000
Q1 2020 May 18, 2020	SELL	N/A	-3,288 Reduced 81.71%	736 $736,000
Q1 2020 May 18, 2020	BUY	N/A	670 Added 19.98%	4,024 $736,000
Q4 2019 Feb 12, 2020	BUY	N/A	3,354 New	3,354 $760,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Account

Legacy Wealth Planning, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History