Blake Schutter Theil Wealth Advisors, LLC BRK.B Holdings History
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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