BARTLETT & CO. WEALTH MANAGEMENT LLC BRK.B Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC held 397,410.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $193.05 Mil. This investment constitutes 2.69% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.02% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 10 purchases of BRK.B, at an average price of $223.29, for a total of 561,145.00 shares. In addition, there have been 15 sales at an average price of $301.64 for 163,735.00 shares. Based on historical transaction data and BRK.B's current price of $474.17, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his BRK.B holdings is $112.53 Mil, reflecting a 89.81% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC BRK.B ($474.17) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC BRK.B ($474.17) 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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