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

Legend Financial Advisors, Inc.

$145 Billion
Q3 2024

A detailed history of Legend Financial Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 2,749 shares of BRK-B stock, worth $1.32 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

2,749

Previous 2,736 0.48%

Holding current value

$1.32 Million

Previous $1.11 Billion 13.68%

% of portfolio

0.87%

Previous 0.79%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$405.19 - $478.57 $5,267 - $6,221	13 Added 0.48%	2,749 $1.27 Billion
Q2 2024 Jul 26, 2024	BUY	$396.73 - $420.24 $13,092 - $13,867	33 Added 1.22%	2,736 $1.11 Billion
Q1 2024 Apr 17, 2024	SELL	$359.29 - $420.52 $2,874 - $3,364	-8 Reduced 0.3%	2,703 $1.14 Billion
Q4 2023 Jan 31, 2024	SELL	$331.71 - $362.68 $6,634 - $7,253	-20 Reduced 0.73%	2,711 $967 Million
Q3 2023 Nov 13, 2023	SELL	$340.9 - $370.48 $22,158 - $24,081	-65 Reduced 2.32%	2,731 $957 Million
Q2 2023 Aug 09, 2023	BUY	$309.07 - $341.0 $6,799 - $7,502	22 Added 0.79%	2,796 $953 Million
Q1 2023 Apr 26, 2023	BUY	$293.51 - $320.37 $151,157 - $164,990	515 Added 22.8%	2,774 $857 Million
Q4 2022 Jan 30, 2023	BUY	$264.0 - $318.6 $15,048 - $18,160	57 Added 2.59%	2,259 $698 Million
Q3 2022 Nov 18, 2022	SELL	$264.32 - $306.65 $20,352 - $23,612	-77 Reduced 3.38%	2,202 $588 Million
Q2 2022 Aug 08, 2022	SELL	$267.52 - $353.1 $83,198 - $109,814	-311 Reduced 12.01%	2,279 $622,000
Q1 2022 May 12, 2022	BUY	$300.79 - $359.57 $7,218 - $8,629	24 Added 0.94%	2,590 $707,000
Q4 2021 Feb 14, 2022	SELL	$273.64 - $300.17 $6,567 - $7,204	-24 Reduced 0.93%	2,566 $767,000
Q3 2021 Nov 15, 2021	BUY	$272.66 - $291.28 $11,997 - $12,816	44 Added 1.73%	2,590 $707,000
Q2 2021 Aug 02, 2021	BUY	$258.2 - $292.52 $657,377 - $744,755	2,546 New	2,546 $708,000
Q1 2021 May 17, 2021	SELL	$227.36 - $263.99 $572,492 - $664,726	-2,518 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$200.7 - $233.92 $6,422 - $7,485	-32 Reduced 1.25%	2,518 $584,000
Q3 2020 Nov 12, 2020	SELL	$177.99 - $221.68 $67,636 - $84,238	-380 Reduced 12.97%	2,550 $543,000
Q2 2020 Aug 18, 2020	SELL	$169.25 - $201.56 $72,439 - $86,267	-428 Reduced 12.75%	2,930 $523,000
Q1 2020 May 15, 2020	SELL	$162.13 - $230.2 $3,242 - $4,604	-20 Reduced 0.59%	3,358 $614,000
Q4 2019 Feb 20, 2020	SELL	$203.1 - $227.05 $37,776 - $42,231	-186 Reduced 5.22%	3,378 $766,000
Q2 2019 Aug 13, 2019	BUY	$197.42 - $218.6 $5,922 - $6,558	30 Added 0.85%	3,564 $759,000
Q1 2019 Aug 08, 2019	BUY	$191.66 - $209.19 $12,266 - $13,388	64 Added 1.84%	3,534 $710,000
Q4 2018 Aug 08, 2019	BUY	$187.76 - $223.76 $651,527 - $776,447	3,470 New	3,470 $709,000

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

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 $623B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

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

Account

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