Bernard Wealth Management Corp. BRK.B Holdings History
Bernard Wealth Management Corp.'s Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Bernard Wealth Management Corp. held 11,120.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.92 Mil. This investment constitutes 2.89% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $486.15 for 11,507.00 shares. Based on historical transaction data and BRK.B's current price of $482.85, Bernard Wealth Management Corp.'s estimated gain on his BRK.B holdings is $514,262.55, reflecting a 4.92% gain to date.
Bernard Wealth Management Corp. BRK.B ($482.85) Holding Chart
Bernard Wealth Management Corp. BRK.B ($482.85) 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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