Number of Shares
26,998.00
Current Holdings Value*
$14.38 Mil
% of Portfolio
2.84%
Total Estimate Gain
$4.54 Mil
% of Total Estimate Gain
35.69%

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 $482.63, Beverly Hills Private Wealth, LLC's estimated gain on his BRK.B holdings is $4.54 Mil, reflecting a 35.69% gain to date.

Beverly Hills Private Wealth, LLC BRK.B ($482.63) Holding Chart

Beverly Hills Private Wealth, LLC BRK.B ($482.63) 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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