Number of Shares
28,997.00
Current Holdings Value*
$15.44 Mil
% of Portfolio
0.4%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
6.50%

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 28,997.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $15.44 Mil. This investment constitutes 0.4% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2015Q2. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 14 purchases of BRK.B, at an average price of $361.72, for a total of 55,526.00 shares. In addition, there have been 7 sales at an average price of $287.22 for 26,529.00 shares. Based on historical transaction data and BRK.B's current price of $474.90, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his BRK.B holdings is $1.31 Mil, reflecting a 6.50% gain to date.

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management BRK.B ($474.90) Holding Chart

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management BRK.B ($474.90) 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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