Concentrum Wealth Management BRK.B Holdings History
Concentrum Wealth Management's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Concentrum Wealth Management held 12,468.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $6.64 Mil. This investment constitutes 2.46% of their stock portfolio, and Concentrum Wealth Management now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2018Q4. And since then Concentrum Wealth Management has made 16 purchases of BRK.B, at an average price of $368.63, for a total of 15,483.00 shares. In addition, there have been 7 sales at an average price of $258.88 for 3,015.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Concentrum Wealth Management's estimated gain on his BRK.B holdings is $980,279.73, reflecting a 17.18% gain to date.
Concentrum Wealth Management BRK.B ($473.80) Holding Chart
Concentrum Wealth Management 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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