Advisors Capital Total Return - Equity Fund BRK.B Holdings History
Advisors Capital Total Return - Equity Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Advisors Capital Total Return - Equity Fund held 10,600.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.65 Mil. This investment constitutes 2.28% of their stock portfolio, and Advisors Capital Total Return - Equity Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q1. And since then Advisors Capital Total Return - Equity Fund has made 5 purchases of BRK.B, at an average price of $412.14, for a total of 10,600.00 shares. Based on historical transaction data and BRK.B's current price of $473.40, Advisors Capital Total Return - Equity Fund's estimated gain on his BRK.B holdings is $649,315.00, reflecting a 14.86% gain to date.
Advisors Capital Total Return - Equity Fund BRK.B ($473.40) Holding Chart
Advisors Capital Total Return - Equity Fund BRK.B ($473.40) 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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