Number of Shares
5,081.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
3.07%
Total Estimate Gain
$198,046.30
% of Total Estimate Gain
7.76%

Blake Schutter Theil Wealth Advisors, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 5,081.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.71 Mil. This investment constitutes 3.07% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $476.09 for 692.00 shares. Based on historical transaction data and BRK.B's current price of $476.54, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his BRK.B holdings is $198,046.30, reflecting a 7.76% gain to date.

Blake Schutter Theil Wealth Advisors, LLC BRK.B ($476.54) Holding Chart

Blake Schutter Theil Wealth Advisors, LLC BRK.B ($476.54) 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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