Number of Shares
10,635.00
Current Holdings Value*
$5.66 Mil
% of Portfolio
2.13%
Total Estimate Gain
$2.96 Mil
% of Total Estimate Gain
96.48%

DELTA FINANCIAL ADVISORS LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, DELTA FINANCIAL ADVISORS LLC held 10,635.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.66 Mil. This investment constitutes 2.13% of their stock portfolio, and DELTA FINANCIAL ADVISORS LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q2. And since then DELTA FINANCIAL ADVISORS LLC has made 9 purchases of BRK.B, at an average price of $209.41, for a total of 14,674.00 shares. In addition, there have been 12 sales at an average price of $235.82 for 4,039.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, DELTA FINANCIAL ADVISORS LLC's estimated gain on his BRK.B holdings is $2.96 Mil, reflecting a 96.48% gain to date.

DELTA FINANCIAL ADVISORS LLC BRK.B ($478.13) Holding Chart

DELTA FINANCIAL ADVISORS LLC BRK.B ($478.13) 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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