Number of Shares
7,962.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
2.92%
Total Estimate Gain
$3.46 Mil
% of Total Estimate Gain
45.72%

Aberdeen Wealth Management LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Aberdeen Wealth Management LLC held 7,962.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.24 Mil. This investment constitutes 2.92% of their stock portfolio, and Aberdeen Wealth Management LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q2. And since then Aberdeen Wealth Management LLC has made 6 purchases of BRK.B, at an average price of $243.56, for a total of 31,075.00 shares. In addition, there have been 10 sales at an average price of $312.89 for 23,113.00 shares. Based on historical transaction data and BRK.B's current price of $476.88, Aberdeen Wealth Management LLC's estimated gain on his BRK.B holdings is $3.46 Mil, reflecting a 45.72% gain to date.

Aberdeen Wealth Management LLC BRK.B ($476.88) Holding Chart

Aberdeen Wealth Management LLC BRK.B ($476.88) 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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