ELEVATE WEALTH ADVISORY, INC BRK.B Holdings History
ELEVATE WEALTH ADVISORY, INC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, ELEVATE WEALTH ADVISORY, INC held 5,084.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.71 Mil. This investment constitutes 1.92% of their stock portfolio, and ELEVATE WEALTH ADVISORY, INC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. And since then ELEVATE WEALTH ADVISORY, INC has made 2 purchases of BRK.B, at an average price of $395.37, for a total of 5,085.00 shares. In addition, there have been 1 sales at an average price of $393.34 for 1.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, ELEVATE WEALTH ADVISORY, INC's estimated gain on his BRK.B holdings is $398,721.56, reflecting a 19.83% gain to date.
ELEVATE WEALTH ADVISORY, INC BRK.B ($473.80) Holding Chart
ELEVATE WEALTH ADVISORY, INC 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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