Number of Shares
5.00
Current Holdings Value*
$3.64 Mil
% of Portfolio
0.37%
Total Estimate Gain
$395,797.00
% of Total Estimate Gain
4.00%

Aaron Wealth Advisors LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, Aaron Wealth Advisors LLC held 5.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $3.64 Mil. This investment constitutes 0.37% of their stock portfolio, and Aaron Wealth Advisors LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2022Q4. And since then Aaron Wealth Advisors LLC has made 3 purchases of BRK.A, at an average price of $582,503.24, for a total of 17.00 shares. In addition, there have been 2 sales at an average price of $556,896.00 for 12.00 shares. Based on historical transaction data and BRK.A's current price of $723120.00, Aaron Wealth Advisors LLC's estimated gain on his BRK.A holdings is $395,797.00, reflecting a 4.00% gain to date.

Aaron Wealth Advisors LLC BRK.A ($723120.00) Holding Chart

Aaron Wealth Advisors LLC BRK.A ($723120.00) 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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