Berkshire Hathaway shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $846k | 1.8k | 460.26 |
| 2024-06-30 | $610k | 1.5k | 406.80 |
| 2024-03-31 | $631k | 1.5k | 420.52 |
| 2023-12-31 | $535k | 1.5k | 356.66 |
| 2023-09-30 | $526k | 1.5k | 350.30 |
| 2023-06-30 | $512k | 1.5k | 341.00 |
| 2023-03-31 | $463k | 1.5k | 308.77 |
| 2022-12-31 | $463k | 1.5k | 308.90 |
| 2022-09-30 | $401k | 1.5k | 267.02 |
| 2022-06-30 | $410k | 1.5k | 273.02 |
| 2022-03-31 | $529k | 1.5k | 352.91 |
| 2021-12-31 | $449k | 1.5k | 299.00 |
| 2021-09-30 | $409k | 1.5k | 272.94 |
| 2021-06-30 | $395k | 1.4k | 277.92 |
| 2021-03-31 | $363k | 1.4k | 255.47 |
| 2020-12-31 | $329k | 1.4k | 231.87 |
| 2020-09-30 | $302k | 1.4k | 212.94 |
| 2020-06-30 | $254k | 1.4k | 178.51 |
| 2020-03-31 | $228k | 1.2k | 182.83 |
More positions owned by Legacy Wealth Management, LLC / MS
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