BARTLETT & CO. WEALTH MANAGEMENT LLC BRK.A Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 71.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $51.74 Mil. This investment constitutes 0.72% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 3 purchases of BRK.A, at an average price of $382,189.42, for a total of 343.00 shares. In addition, there have been 12 sales at an average price of $349,226.06 for 272.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his BRK.A holdings is $14.38 Mil, reflecting a 10.97% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC BRK.A ($710978.50) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC BRK.A ($710978.50) 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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