4J Wealth Management LLC BRK.B Holdings History
4J Wealth Management LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, 4J Wealth Management LLC held 13,746.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $7.32 Mil. This investment constitutes 5.77% of their stock portfolio, and 4J Wealth Management LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2020Q4. And since then 4J Wealth Management LLC has made 7 purchases of BRK.B, at an average price of $225.57, for a total of 15,252.00 shares. In addition, there have been 10 sales at an average price of $400.57 for 1,506.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, 4J Wealth Management LLC's estimated gain on his BRK.B holdings is $3.68 Mil, reflecting a 106.84% gain to date.
4J Wealth Management LLC BRK.B ($473.80) Holding Chart
4J Wealth Management 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 % | |||
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