CapWealth Advisors, LLC BRK.B Holdings History
CapWealth Advisors, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, CapWealth Advisors, LLC held 97,874.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $52.13 Mil. This investment constitutes 5.64% of their stock portfolio, and CapWealth Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 21 purchases of BRK.B, at an average price of $202.89, for a total of 155,913.00 shares. In addition, there have been 15 sales at an average price of $265.83 for 58,039.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, CapWealth Advisors, LLC's estimated gain on his BRK.B holdings is $30.17 Mil, reflecting a 95.37% gain to date.
CapWealth Advisors, LLC BRK.B ($473.80) Holding Chart
CapWealth Advisors, LLC 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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