Disciplined Core Value Fund BRK.B Holdings History
Disciplined Core Value Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Disciplined Core Value Fund held 105,632.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $56.26 Mil. This investment constitutes 3.02% of their stock portfolio, and Disciplined Core Value Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q1. And since then Disciplined Core Value Fund has made 6 purchases of BRK.B, at an average price of $326.80, for a total of 444,622.00 shares. In addition, there have been 4 sales at an average price of $332.33 for 338,990.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, Disciplined Core Value Fund's estimated gain on his BRK.B holdings is $17.62 Mil, reflecting a 12.13% gain to date.
Disciplined Core Value Fund BRK.B ($475.86) Holding Chart
Disciplined Core Value Fund BRK.B ($475.86) 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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