Number of Shares
2,088.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
4.97%
Total Estimate Gain
$408,842.13
% of Total Estimate Gain
17.63%

ALPS Global Opportunity Portfolio's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, ALPS Global Opportunity Portfolio held 2,088.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.11 Mil. This investment constitutes 4.97% of their stock portfolio, and ALPS Global Opportunity Portfolio now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q3. And since then ALPS Global Opportunity Portfolio has made 6 purchases of BRK.B, at an average price of $250.10, for a total of 9,273.00 shares. In addition, there have been 11 sales at an average price of $241.40 for 7,185.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, ALPS Global Opportunity Portfolio's estimated gain on his BRK.B holdings is $408,842.13, reflecting a 17.63% gain to date.

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

ALPS Global Opportunity Portfolio 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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