Core Wealth Management, Inc. BRK.B Holdings History
Number of Shares
1,647.00
Current Holdings Value*
$877,160.00
% of Portfolio
0.34%
Total Estimate Gain
$-13,373.64
% of Total Estimate Gain
-1.67%
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 $478.03, Core Wealth Management, Inc.'s estimated gain on his BRK.B holdings is $-13,373.64, reflecting a -1.67% gain to date.
Core Wealth Management, Inc. BRK.B ($478.03) Holding Chart
Core Wealth Management, Inc. BRK.B ($478.03) 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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