Core Wealth Partners LLC BRK.B Holdings History
Core Wealth Partners LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Core Wealth Partners LLC held 13,257.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $7.06 Mil. This investment constitutes 4.11% of their stock portfolio, and Core Wealth Partners LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q4. And since then Core Wealth Partners LLC has made 8 purchases of BRK.B, at an average price of $328.84, for a total of 13,390.00 shares. In addition, there have been 1 sales at an average price of $354.77 for 133.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Core Wealth Partners LLC's estimated gain on his BRK.B holdings is $2.02 Mil, reflecting a 45.77% gain to date.
Core Wealth Partners LLC BRK.B ($480.60) Holding Chart
Core Wealth Partners LLC BRK.B ($480.60) 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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