Aegis Wealth Management LLC BRK.A Holdings History
Aegis Wealth Management LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Aegis Wealth Management LLC held 4.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $3.19 Mil. This investment constitutes 1.88% of their stock portfolio, and Aegis Wealth Management LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2025Q1. And since then Aegis Wealth Management LLC has made 1 purchases of BRK.A, at an average price of $729,331.00, for a total of 4.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, Aegis Wealth Management LLC's estimated gain on his BRK.A holdings is $-73,410.00, reflecting a -2.52% gain to date.
Aegis Wealth Management LLC BRK.A ($710978.50) Holding Chart
Aegis Wealth Management LLC BRK.A ($710978.50) 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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