Number of Shares
19.00
Current Holdings Value*
$15.17 Mil
% of Portfolio
1.94%
Total Estimate Gain
$7.54 Mil
% of Total Estimate Gain
121.78%

Center for Financial Planning, Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Center for Financial Planning, Inc. held 19.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $15.17 Mil. This investment constitutes 1.94% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2019Q4. Based on historical transaction data and BRK.A's current price of $723120.00, Center for Financial Planning, Inc.'s estimated gain on his BRK.A holdings is $7.54 Mil, reflecting a 121.78% gain to date.

Center for Financial Planning, Inc. BRK.A ($723120.00) Holding Chart

Center for Financial Planning, Inc. BRK.A ($723120.00) 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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