Dynamic Allocation Fund BRK.B Holdings History
Dynamic Allocation Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Dynamic Allocation Fund held 37,699.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $20.08 Mil. This investment constitutes 10.13% of their stock portfolio, and Dynamic Allocation Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q1. And since then Dynamic Allocation Fund has made 8 purchases of BRK.B, at an average price of $339.49, for a total of 66,177.00 shares. In addition, there have been 5 sales at an average price of $399.00 for 28,478.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Dynamic Allocation Fund's estimated gain on his BRK.B holdings is $6.76 Mil, reflecting a 30.08% gain to date.
Dynamic Allocation Fund BRK.B ($473.80) Holding Chart
Dynamic Allocation 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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