1776 WEALTH LLC BRK.B Holdings History

Number of Shares
7,011.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
1.72%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
43.30%

1776 WEALTH LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, 1776 WEALTH LLC held 7,011.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.73 Mil. This investment constitutes 1.72% of their stock portfolio, and 1776 WEALTH LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q4. And since then 1776 WEALTH LLC has made 2 purchases of BRK.B, at an average price of $226.67, for a total of 15,771.00 shares. In addition, there have been 5 sales at an average price of $205.58 for 8,760.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, 1776 WEALTH LLC's estimated gain on his BRK.B holdings is $1.55 Mil, reflecting a 43.30% gain to date.

1776 WEALTH LLC BRK.B ($473.80) Holding Chart

1776 WEALTH LLC BRK.B ($473.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1