Number of Shares
1,792.00
Current Holdings Value*
$753,570.00
% of Portfolio
0.17%
Total Estimate Gain
$5.82 Mil
% of Total Estimate Gain
19.36%

Coulter & Justus Financial Services, LLC's Berkshire Hathaway Inc Holding Summary

As of 2024-03-31, Coulter & Justus Financial Services, LLC held 1,792.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $753,570.00. This investment constitutes 0.17% of their stock portfolio, and Coulter & Justus Financial Services, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Coulter & Justus Financial Services, LLC has made 2 purchases of BRK.B, at an average price of $300.41, for a total of 100,123.00 shares. In addition, there have been 7 sales at an average price of $356.45 for 98,331.00 shares. Based on historical transaction data and BRK.B's current price of $474.60, Coulter & Justus Financial Services, LLC's estimated gain on his BRK.B holdings is $5.82 Mil, reflecting a 19.36% gain to date.

Coulter & Justus Financial Services, LLC BRK.B ($474.60) Holding Chart

Coulter & Justus Financial Services, LLC BRK.B ($474.60) 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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