Number of Shares
5,430.00
Current Holdings Value*
$2.90 Mil
% of Portfolio
4.9%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
11.35%

ALPS Global Opportunity Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, ALPS Global Opportunity Fund held 5,430.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.90 Mil. This investment constitutes 4.9% of their stock portfolio, and ALPS Global Opportunity Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q4. And since then ALPS Global Opportunity Fund has made 5 purchases of BRK.B, at an average price of $230.62, for a total of 42,115.00 shares. In addition, there have been 12 sales at an average price of $224.37 for 36,685.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, ALPS Global Opportunity Fund's estimated gain on his BRK.B holdings is $1.10 Mil, reflecting a 11.35% gain to date.

ALPS Global Opportunity Fund BRK.B ($475.86) Holding Chart

ALPS Global Opportunity Fund BRK.B ($475.86) 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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