Number of Shares
39,138.00
Current Holdings Value*
$20.84 Mil
% of Portfolio
6.48%
Total Estimate Gain
$12.17 Mil
% of Total Estimate Gain
121.93%

Buckley Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Buckley Wealth Management, LLC held 39,138.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $20.84 Mil. This investment constitutes 6.48% of their stock portfolio, and Buckley Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q2. And since then Buckley Wealth Management, LLC has made 13 purchases of BRK.B, at an average price of $200.63, for a total of 49,730.00 shares. In addition, there have been 14 sales at an average price of $307.20 for 10,592.00 shares. Based on historical transaction data and BRK.B's current price of $482.62, Buckley Wealth Management, LLC's estimated gain on his BRK.B holdings is $12.17 Mil, reflecting a 121.93% gain to date.

Buckley Wealth Management, LLC BRK.B ($482.62) Holding Chart

Buckley Wealth Management, LLC BRK.B ($482.62) 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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