Berkshire Hathaway shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $945k | 3.5k | 267.02 |
| 2022-06-30 | $976k | 3.6k | 273.08 |
| 2022-03-31 | $1.3M | 3.6k | 353.02 |
| 2021-12-31 | $1.1M | 3.6k | 299.06 |
| 2021-09-30 | $1.1M | 4.2k | 272.81 |
| 2021-06-30 | $1.2M | 4.2k | 277.90 |
| 2021-03-31 | $1.0M | 4.0k | 255.43 |
| 2020-12-31 | $864k | 3.7k | 231.95 |
| 2020-09-30 | $804k | 3.8k | 212.98 |
| 2020-06-30 | $741k | 4.1k | 178.60 |
| 2020-03-31 | $736k | 4.0k | 182.90 |
| 2019-12-31 | $760k | 3.4k | 226.60 |