Number of Shares
4,512.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
1.82%
Total Estimate Gain
$-117,526.44
% of Total Estimate Gain
-1.76%

ALTERNA WEALTH MANAGEMENT, INC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 4,512.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.40 Mil. This investment constitutes 1.82% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q4. And since then ALTERNA WEALTH MANAGEMENT, INC has made 2 purchases of BRK.B, at an average price of $262.77, for a total of 25,393.00 shares. In addition, there have been 4 sales at an average price of $211.89 for 20,881.00 shares. Based on historical transaction data and BRK.B's current price of $472.19, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his BRK.B holdings is $-117,526.44, reflecting a -1.76% gain to date.

ALTERNA WEALTH MANAGEMENT, INC BRK.B ($472.19) Holding Chart

ALTERNA WEALTH MANAGEMENT, INC BRK.B ($472.19) 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