Berkshire Hathaway shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 10k | 420.52 |
| 2023-12-31 | $3.6M | 10k | 356.66 |
| 2023-09-30 | $3.5M | 10k | 346.30 |
| 2023-06-30 | $3.5M | 10k | 341.00 |
| 2023-03-31 | $3.2M | 10k | 308.77 |
| 2022-12-31 | $3.3M | 11k | 308.90 |
| 2022-09-30 | $2.8M | 11k | 267.04 |
| 2022-06-30 | $2.5M | 9.2k | 273.05 |
| 2022-03-31 | $3.3M | 9.3k | 352.91 |
| 2021-12-31 | $2.7M | 9.1k | 298.97 |
| 2021-09-30 | $2.5M | 9.1k | 272.98 |
| 2021-06-30 | $2.5M | 9.1k | 277.92 |
| 2021-03-31 | $2.3M | 9.1k | 255.50 |
| 2020-12-31 | $2.1M | 9.2k | 231.84 |
| 2020-09-30 | $2.0M | 9.4k | 212.98 |
| 2020-06-30 | $1.7M | 9.8k | 178.52 |
| 2020-03-31 | $1.9M | 10k | 182.85 |
| 2019-12-31 | $2.5M | 11k | 226.52 |
| 2019-09-30 | $2.5M | 12k | 212.85 |
| 2019-06-30 | $2.7M | 13k | 213.20 |
| 2019-03-31 | $3.0M | 15k | 200.92 |
| 2018-12-31 | $3.8M | 18k | 204.16 |
| 2018-09-30 | $7.0M | 32k | 217.93 |
| 2018-06-30 | $5.7M | 31k | 186.64 |
| 2018-03-31 | $6.2M | 31k | 199.47 |
| 2017-12-31 | $5.6M | 28k | 198.20 |
More positions owned by Legacy Financial Strategies
View all positions for Legacy Financial Strategies