Bernard Wealth Management Corp. BRK.A Holdings History
Bernard Wealth Management Corp.'s Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Bernard Wealth Management Corp. held 2.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $1.46 Mil. This investment constitutes 0.68% of their stock portfolio, and Bernard Wealth Management Corp. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $729,662.78 for 498.00 shares. Based on historical transaction data and BRK.A's current price of $725700.00, Bernard Wealth Management Corp.'s estimated gain on his BRK.A holdings is $18.50 Mil, reflecting a 5.34% gain to date.
Bernard Wealth Management Corp. BRK.A ($725700.00) Holding Chart
Bernard Wealth Management Corp. BRK.A ($725700.00) 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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