Number of Shares
1,647.00
Current Holdings Value*
$877,160.00
% of Portfolio
0.34%
Total Estimate Gain
$-1,894.05
% of Total Estimate Gain
-0.24%

Core Wealth Management, Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Core Wealth Management, Inc. held 1,647.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $877,160.00. This investment constitutes 0.34% of their stock portfolio, and Core Wealth Management, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2025Q1. And since then Core Wealth Management, Inc. has made 1 purchases of BRK.B, at an average price of $486.15, for a total of 1,647.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, Core Wealth Management, Inc.'s estimated gain on his BRK.B holdings is $-1,894.05, reflecting a -0.24% gain to date.

Core Wealth Management, Inc. BRK.B ($485.00) Holding Chart

Core Wealth Management, Inc. BRK.B ($485.00) 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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