Number of Shares
105,632.00
Current Holdings Value*
$56.26 Mil
% of Portfolio
3.02%
Total Estimate Gain
$17.62 Mil
% of Total Estimate Gain
12.13%

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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