Number of Shares
7,153.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
2.02%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
24.72%

BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND's Berkshire Hathaway Inc Holding Summary

As of 2025-02-28, BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND held 7,153.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.68 Mil. This investment constitutes 2.02% of their stock portfolio, and BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND has made 9 purchases of BRK.B, at an average price of $307.70, for a total of 15,450.00 shares. In addition, there have been 3 sales at an average price of $302.27 for 8,297.00 shares. Based on historical transaction data and BRK.B's current price of $478.27, BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND's estimated gain on his BRK.B holdings is $1.18 Mil, reflecting a 24.72% gain to date.

BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND BRK.B ($478.27) Holding Chart

BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND BRK.B ($478.27) 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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