BAKER TILLY WEALTH MANAGEMENT, LLC BRK.B Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held 12,944.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $6.29 Mil. This investment constitutes 2.25% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2020Q4. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 10 purchases of BRK.B, at an average price of $300.97, for a total of 27,493.00 shares. In addition, there have been 7 sales at an average price of $377.12 for 14,549.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his BRK.B holdings is $3.43 Mil, reflecting a 41.49% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC BRK.B ($480.60) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, LLC BRK.B ($480.60) 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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