Atlas Private Wealth Management, LLC BRK.B Holdings History
Atlas Private Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2024-03-31, Atlas Private Wealth Management, LLC held 8,552.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.60 Mil. This investment constitutes 1.51% of their stock portfolio, and Atlas Private Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2019Q4. And since then Atlas Private Wealth Management, LLC has made 15 purchases of BRK.B, at an average price of $294.34, for a total of 8,621.00 shares. In addition, there have been 2 sales at an average price of $215.45 for 69.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Atlas Private Wealth Management, LLC's estimated gain on his BRK.B holdings is $1.53 Mil, reflecting a 60.27% gain to date.
Atlas Private Wealth Management, LLC BRK.B ($473.80) Holding Chart
Atlas Private Wealth Management, LLC BRK.B ($473.80) 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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