CAPITAL PERFORMANCE ADVISORS LLP BRK.B Holdings History
EARNED WEALTH ADVISORS, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, EARNED WEALTH ADVISORS, LLC held 17,837.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $9.50 Mil. This investment constitutes 2.08% of their stock portfolio, and EARNED WEALTH ADVISORS, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then EARNED WEALTH ADVISORS, LLC has made 7 purchases of BRK.B, at an average price of $351.49, for a total of 18,986.00 shares. In addition, there have been 5 sales at an average price of $387.64 for 1,149.00 shares. Based on historical transaction data and BRK.B's current price of $485.77, EARNED WEALTH ADVISORS, LLC's estimated gain on his BRK.B holdings is $2.44 Mil, reflecting a 36.51% gain to date.
EARNED WEALTH ADVISORS, LLC BRK.B ($485.77) Holding Chart
EARNED WEALTH ADVISORS, LLC BRK.B ($485.77) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
