Number of Shares
1,944.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.25%
Total Estimate Gain
$113,025.11
% of Total Estimate Gain
10.48%

Arista Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Arista Wealth Management, LLC held 1,944.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.04 Mil. This investment constitutes 0.25% of their stock portfolio, and Arista Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. And since then Arista Wealth Management, LLC has made 5 purchases of BRK.B, at an average price of $413.20, for a total of 2,609.00 shares. In addition, there have been 1 sales at an average price of $393.34 for 665.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, Arista Wealth Management, LLC's estimated gain on his BRK.B holdings is $113,025.11, reflecting a 10.48% gain to date.

Arista Wealth Management, LLC BRK.B ($478.13) Holding Chart

Arista Wealth Management, LLC BRK.B ($478.13) 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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