Dunham Large Cap Value Fund BRK.B Holdings History
Dunham Large Cap Value Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-04-30, Dunham Funds held 8,223.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.38 Mil. This investment constitutes 2.53% of their stock portfolio, and Dunham Funds now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then Dunham Large Cap Value Fund has made 9 purchases of BRK.B, at an average price of $326.05, for a total of 10,974.00 shares. In addition, there have been 5 sales at an average price of $362.15 for 2,751.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Dunham Large Cap Value Fund's estimated gain on his BRK.B holdings is $1.31 Mil, reflecting a 36.73% gain to date.
Dunham Large Cap Value Fund BRK.B ($473.80) Holding Chart
Dunham Large Cap Value Fund 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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