Number of Shares
38,739.00
Current Holdings Value*
$20.63 Mil
% of Portfolio
12.16%
Total Estimate Gain
$4.97 Mil
% of Total Estimate Gain
36.32%

ASSET PLANNING CORPORATION's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, ASSET PLANNING CORPORATION held 38,739.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $20.63 Mil. This investment constitutes 12.16% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q4. And since then ASSET PLANNING CORPORATION has made 14 purchases of BRK.B, at an average price of $346.30, for a total of 39,496.00 shares. In addition, there have been 2 sales at an average price of $384.10 for 757.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, ASSET PLANNING CORPORATION's estimated gain on his BRK.B holdings is $4.97 Mil, reflecting a 36.32% gain to date.

ASSET PLANNING CORPORATION BRK.B ($473.80) Holding Chart

ASSET PLANNING CORPORATION 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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