Creative Planning BRK.A Holdings History
Creative Planning's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Creative Planning held 201.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $160.42 Mil. This investment constitutes 0.15% of their stock portfolio, and Creative Planning now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2013Q4. And since then Creative Planning has made 23 purchases of BRK.A, at an average price of $355,979.51, for a total of 757.00 shares. In addition, there have been 15 sales at an average price of $340,176.64 for 556.00 shares. Based on historical transaction data and BRK.A's current price of $714710.00, Creative Planning's estimated gain on his BRK.A holdings is $63.32 Mil, reflecting a 23.50% gain to date.
Creative Planning BRK.A ($714710.00) Holding Chart
Creative Planning BRK.A ($714710.00) 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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