Number of Shares
35,644.00
Current Holdings Value*
$17.31 Mil
% of Portfolio
2.21%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
15.91%

Archford Capital Strategies, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, Archford Capital Strategies, LLC held 35,644.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $17.31 Mil. This investment constitutes 2.21% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2014Q2. And since then Archford Capital Strategies, LLC has made 20 purchases of BRK.B, at an average price of $405.01, for a total of 39,175.00 shares. In addition, there have been 9 sales at an average price of $325.67 for 3,531.00 shares. Based on historical transaction data and BRK.B's current price of $483.71, Archford Capital Strategies, LLC's estimated gain on his BRK.B holdings is $2.52 Mil, reflecting a 15.91% gain to date.

Archford Capital Strategies, LLC BRK.B ($483.71) Holding Chart

Archford Capital Strategies, LLC BRK.B ($483.71) 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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