Berkshire Hathaway shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.6M | 7.9k | 453.28 |
| 2024-09-30 | $3.6M | 7.9k | 460.26 |
| 2024-06-30 | $3.2M | 7.8k | 406.80 |
| 2024-03-31 | $3.2M | 7.6k | 420.52 |
| 2023-12-31 | $2.5M | 7.0k | 356.66 |
| 2023-09-30 | $2.5M | 7.0k | 350.30 |
| 2023-06-30 | $2.7M | 7.9k | 341.00 |
| 2023-03-31 | $2.2M | 7.0k | 308.77 |
| 2022-12-31 | $2.1M | 6.8k | 308.91 |
| 2022-09-30 | $1.8M | 6.8k | 267.00 |
| 2022-06-30 | $1.9M | 6.8k | 273.05 |
| 2022-03-31 | $2.4M | 6.8k | 352.85 |
| 2021-12-31 | $1.9M | 6.5k | 299.00 |
| 2021-09-30 | $1.8M | 6.6k | 272.95 |
| 2021-06-30 | $1.8M | 6.6k | 277.90 |
| 2021-03-31 | $1.7M | 6.6k | 255.47 |
| 2020-12-31 | $1.6M | 6.8k | 231.94 |
| 2020-09-30 | $1.5M | 6.8k | 212.92 |
| 2020-06-30 | $1.2M | 6.8k | 178.46 |
| 2020-03-31 | $1.3M | 6.9k | 182.82 |
| 2019-12-31 | $1.6M | 7.1k | 226.50 |
| 2019-09-30 | $1.5M | 7.2k | 208.02 |
| 2019-06-30 | $1.6M | 7.3k | 213.17 |
| 2019-03-31 | $1.2M | 6.1k | 200.91 |
| 2018-12-31 | $1.2M | 6.0k | 204.15 |
| 2018-09-30 | $1.3M | 6.0k | 214.10 |
| 2018-06-30 | $1.0M | 5.5k | 186.68 |
| 2018-03-31 | $1.1M | 5.5k | 199.56 |
| 2017-12-31 | $1.1M | 5.5k | 198.29 |
| 2017-09-30 | $990k | 5.4k | 183.33 |
| 2017-06-30 | $762k | 4.5k | 169.33 |
| 2017-03-31 | $792k | 4.8k | 166.74 |
| 2016-12-31 | $781k | 4.8k | 163.05 |
| 2016-09-30 | $753k | 5.2k | 144.53 |
| 2016-03-31 | $950k | 6.7k | 141.90 |
| 2015-12-31 | $1.0M | 7.6k | 132.10 |
| 2015-09-30 | $949k | 7.3k | 130.45 |
| 2015-06-30 | $759k | 5.6k | 136.14 |
| 2015-03-31 | $776k | 5.4k | 144.37 |
| 2014-12-31 | $807k | 5.4k | 150.14 |
| 2014-09-30 | $743k | 5.4k | 138.23 |
| 2014-06-30 | $696k | 5.5k | 126.59 |