Bernard Wealth Management Corp. BRK.B Holdings History
Bernard Wealth Management Corp.'s Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Bernard Wealth Management Corp. held 10,314.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.01 Mil. This investment constitutes 2.32% 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 2 sales at an average price of $487.60 for 12,313.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Bernard Wealth Management Corp.'s estimated gain on his BRK.B holdings is $511,545.41, reflecting a 4.90% gain to date.
Bernard Wealth Management Corp. BRK.B ($480.60) Holding Chart
Bernard Wealth Management Corp. BRK.B ($480.60) 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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