Number of Shares
14,381.00
Current Holdings Value*
$7.66 Mil
% of Portfolio
5.16%
Total Estimate Gain
$2.56 Mil
% of Total Estimate Gain
55.41%

Carson Advisory Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Carson Advisory Inc. held 14,381.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $7.66 Mil. This investment constitutes 5.16% of their stock portfolio, and Carson Advisory Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Carson Advisory Inc. has made 7 purchases of BRK.B, at an average price of $300.04, for a total of 15,400.00 shares. In addition, there have been 4 sales at an average price of $365.82 for 1,019.00 shares. Based on historical transaction data and BRK.B's current price of $473.40, Carson Advisory Inc.'s estimated gain on his BRK.B holdings is $2.56 Mil, reflecting a 55.41% gain to date.

Carson Advisory Inc. BRK.B ($473.40) Holding Chart

Carson Advisory Inc. BRK.B ($473.40) 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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