Number of Shares
6,188.00
Current Holdings Value*
$3.30 Mil
% of Portfolio
2.79%
Total Estimate Gain
$896,060.95
% of Total Estimate Gain
33.01%

1858 WEALTH MANAGEMENT, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 6,188.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.30 Mil. This investment constitutes 2.79% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. In addition, there have been 4 sales at an average price of $420.17 for 1,547.00 shares. Based on historical transaction data and BRK.B's current price of $478.50, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his BRK.B holdings is $896,060.95, reflecting a 33.01% gain to date.

1858 WEALTH MANAGEMENT, LLC BRK.B ($478.50) Holding Chart

1858 WEALTH MANAGEMENT, LLC BRK.B ($478.50) 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 %

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