Number of Shares
17,152.00
Current Holdings Value*
$9.13 Mil
% of Portfolio
2.08%
Total Estimate Gain
$2.43 Mil
% of Total Estimate Gain
15.87%

Calton & Associates, Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Calton & Associates, Inc. held 17,152.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $9.13 Mil. This investment constitutes 2.08% of their stock portfolio, and Calton & Associates, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q2. And since then Calton & Associates, Inc. has made 14 purchases of BRK.B, at an average price of $342.37, for a total of 44,780.00 shares. In addition, there have been 14 sales at an average price of $348.84 for 27,628.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Calton & Associates, Inc.'s estimated gain on his BRK.B holdings is $2.43 Mil, reflecting a 15.87% gain to date.

Calton & Associates, Inc. BRK.B ($473.80) Holding Chart

Calton & Associates, Inc. BRK.B ($473.80) 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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