Number of Shares
14,425.00
Current Holdings Value*
$7.68 Mil
% of Portfolio
2.78%
Total Estimate Gain
$186,165.46
% of Total Estimate Gain
2.80%

Duncan Williams Asset Management, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Duncan Williams Asset Management, LLC held 14,425.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $7.68 Mil. This investment constitutes 2.78% of their stock portfolio, and Duncan Williams Asset Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2024Q3. And since then Duncan Williams Asset Management, LLC has made 3 purchases of BRK.B, at an average price of $460.89, for a total of 14,425.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Duncan Williams Asset Management, LLC's estimated gain on his BRK.B holdings is $186,165.46, reflecting a 2.80% gain to date.

Duncan Williams Asset Management, LLC BRK.B ($473.80) Holding Chart

Duncan Williams Asset Management, LLC BRK.B ($473.80) 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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