Number of Shares
4,205.00
Current Holdings Value*
$1.35 Mil
% of Portfolio
4.59%
Total Estimate Gain
$786,713.45
% of Total Estimate Gain
65.25%

Castle Financial & Retirement Planning Associates, Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2021-12-31, Castle Financial & Retirement Planning Associates, Inc. held 4,205.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.35 Mil. This investment constitutes 4.59% of their stock portfolio, and Castle Financial & Retirement Planning Associates, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. Based on historical transaction data and BRK.B's current price of $473.80, Castle Financial & Retirement Planning Associates, Inc.'s estimated gain on his BRK.B holdings is $786,713.45, reflecting a 65.25% gain to date.

Castle Financial & Retirement Planning Associates, Inc. BRK.B ($473.80) Holding Chart

Castle Financial & Retirement Planning 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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