Beverly Hills Private Wealth, LLC BRK.B Holdings History
Beverly Hills Private Wealth, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Beverly Hills Private Wealth, LLC held 26,998.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $14.38 Mil. This investment constitutes 2.84% of their stock portfolio, and Beverly Hills Private Wealth, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q4. And since then Beverly Hills Private Wealth, LLC has made 6 purchases of BRK.B, at an average price of $328.39, for a total of 38,738.00 shares. In addition, there have been 3 sales at an average price of $360.41 for 11,740.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Beverly Hills Private Wealth, LLC's estimated gain on his BRK.B holdings is $4.49 Mil, reflecting a 35.26% gain to date.
Beverly Hills Private Wealth, LLC BRK.B ($480.60) Holding Chart
Beverly Hills Private Wealth, LLC 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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