Number of Shares
419.00
Current Holdings Value*
$223,150.00
% of Portfolio
0.17%
Total Estimate Gain
$-1,474.88
% of Total Estimate Gain
-0.72%

Dean, Jacobson Financial Services, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Dean, Jacobson Financial Services, LLC held 419.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $223,150.00. This investment constitutes 0.17% of their stock portfolio, and Dean, Jacobson Financial Services, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2025Q1. And since then Dean, Jacobson Financial Services, LLC has made 1 purchases of BRK.B, at an average price of $486.15, for a total of 419.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Dean, Jacobson Financial Services, LLC's estimated gain on his BRK.B holdings is $-1,474.88, reflecting a -0.72% gain to date.

Dean, Jacobson Financial Services, LLC BRK.B ($482.63) Holding Chart

Dean, Jacobson Financial Services, LLC BRK.B ($482.63) 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 %

Top Ranked Articles

  • 1