Dynamic Wealth Strategies, LLC BRK.B Holdings History
Dynamic Wealth Strategies, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 399.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $212,500.00. This investment constitutes 0.18% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. And since then Dynamic Wealth Strategies, LLC has made 3 purchases of BRK.B, at an average price of $427.03, for a total of 793.00 shares. In addition, there have been 2 sales at an average price of $461.60 for 394.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, Dynamic Wealth Strategies, LLC's estimated gain on his BRK.B holdings is $36,750.54, reflecting a 10.85% gain to date.
Dynamic Wealth Strategies, LLC BRK.B ($485.00) Holding Chart
Dynamic Wealth Strategies, LLC BRK.B ($485.00) 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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