Number of Shares
17,565.00
Current Holdings Value*
$9.35 Mil
% of Portfolio
2%
Total Estimate Gain
$6.09 Mil
% of Total Estimate Gain
88.48%

CVT S&P 500 Index Portfolio's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, CVT S&P 500 Index Portfolio held 17,565.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $9.35 Mil. This investment constitutes 2% of their stock portfolio, and CVT S&P 500 Index Portfolio now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q3. And since then CVT S&P 500 Index Portfolio has made 1 purchases of BRK.B, at an average price of $206.16, for a total of 33,394.00 shares. In addition, there have been 20 sales at an average price of $291.68 for 15,829.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, CVT S&P 500 Index Portfolio's estimated gain on his BRK.B holdings is $6.09 Mil, reflecting a 88.48% gain to date.

CVT S&P 500 Index Portfolio BRK.B ($475.86) Holding Chart

CVT S&P 500 Index Portfolio BRK.B ($475.86) 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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