Arete Wealth Advisors, LLC BRK.B Holdings History
Arete Wealth Advisors, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Arete Wealth Advisors, LLC held 4,442.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.37 Mil. This investment constitutes 0.18% of their stock portfolio, and Arete Wealth Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2014Q1. And since then Arete Wealth Advisors, LLC has made 18 purchases of BRK.B, at an average price of $227.17, for a total of 80,834.00 shares. In addition, there have been 19 sales at an average price of $347.42 for 76,392.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Arete Wealth Advisors, LLC's estimated gain on his BRK.B holdings is $10.32 Mil, reflecting a 56.20% gain to date.
Arete Wealth Advisors, LLC BRK.B ($482.63) Holding Chart
Arete Wealth Advisors, LLC BRK.B ($482.63) 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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