Number of Shares
9,867.00
Current Holdings Value*
$5.25 Mil
% of Portfolio
2.96%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
26.53%

BNY Mellon Large Cap Equity Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, BNY Mellon Investment Funds V, Inc. held 9,867.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.25 Mil. This investment constitutes 2.96% of their stock portfolio, and BNY Mellon Investment Funds V, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. And since then BNY Mellon Large Cap Equity Fund has made 1 purchases of BRK.B, at an average price of $350.99, for a total of 27,605.00 shares. In addition, there have been 5 sales at an average price of $422.24 for 17,738.00 shares. Based on historical transaction data and BRK.B's current price of $483.41, BNY Mellon Large Cap Equity Fund's estimated gain on his BRK.B holdings is $2.57 Mil, reflecting a 26.53% gain to date.

BNY Mellon Large Cap Equity Fund BRK.B ($483.41) Holding Chart

BNY Mellon Large Cap Equity Fund BRK.B ($483.41) 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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