BEACON FINANCIAL PLANNING, INC BRK.B Holdings History
BEACON FINANCIAL PLANNING, INC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 43,744.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $23.30 Mil. This investment constitutes 13.39% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $401.06 for 7,918.00 shares. Based on historical transaction data and BRK.B's current price of $478.90, BEACON FINANCIAL PLANNING, INC's estimated gain on his BRK.B holdings is $8.78 Mil, reflecting a 57.24% gain to date.
BEACON FINANCIAL PLANNING, INC BRK.B ($478.90) Holding Chart
BEACON FINANCIAL PLANNING, INC BRK.B ($478.90) 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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