Berkshire Hathaway shares owned by Legacy Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.4M | 13k | 420.52 |
| 2023-12-31 | $4.5M | 13k | 356.66 |
| 2023-09-30 | $4.0M | 12k | 350.30 |
| 2023-06-30 | $3.8M | 11k | 341.00 |
| 2023-03-31 | $3.6M | 12k | 308.77 |
| 2022-12-31 | $3.5M | 11k | 308.90 |
| 2022-09-30 | $3.0M | 11k | 266.98 |
| 2022-06-30 | $3.0M | 11k | 273.05 |
| 2022-03-31 | $3.9M | 11k | 352.90 |
| 2021-12-31 | $3.1M | 11k | 299.05 |
| 2018-06-30 | $1.6M | 8.8k | 186.61 |
| 2018-03-31 | $1.7M | 8.8k | 196.99 |
| 2017-12-31 | $1.5M | 7.7k | 198.17 |
| 2017-09-30 | $1.4M | 7.7k | 183.31 |