Evergreen Private Wealth LLC BRK.B Holdings History
Evergreen Private Wealth LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Evergreen Private Wealth LLC held 16,297.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $7.92 Mil. This investment constitutes 3.32% of their stock portfolio, and Evergreen Private Wealth LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. And since then Evergreen Private Wealth LLC has made 5 purchases of BRK.B, at an average price of $355.58, for a total of 16,330.00 shares. In addition, there have been 1 sales at an average price of $461.80 for 33.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Evergreen Private Wealth LLC's estimated gain on his BRK.B holdings is $1.93 Mil, reflecting a 33.24% gain to date.
Evergreen Private Wealth LLC BRK.B ($473.80) Holding Chart
Evergreen Private Wealth LLC 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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