Number of Shares
3,188.00
Current Holdings Value*
$1.55 Mil
% of Portfolio
0.86%
Total Estimate Gain
$59,957.72
% of Total Estimate Gain
3.99%

BRIGHT FINANCIAL ADVISORS, INC.'s Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 3,188.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.55 Mil. This investment constitutes 0.86% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2024Q1. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 1 purchases of BRK.B, at an average price of $465.04, for a total of 3,228.00 shares. In addition, there have been 3 sales at an average price of $477.61 for 40.00 shares. Based on historical transaction data and BRK.B's current price of $483.69, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his BRK.B holdings is $59,957.72, reflecting a 3.99% gain to date.

BRIGHT FINANCIAL ADVISORS, INC. BRK.B ($483.69) Holding Chart

BRIGHT FINANCIAL ADVISORS, INC. BRK.B ($483.69) 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 %

Top Ranked Articles

  • 1