Evergreen Wealth Management, LLC BRK.B Holdings History
Evergreen Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 14,494.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $7.72 Mil. This investment constitutes 4.61% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q4. And since then Evergreen Wealth Management, LLC has made 5 purchases of BRK.B, at an average price of $327.73, for a total of 15,707.00 shares. In addition, there have been 2 sales at an average price of $358.50 for 1,213.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Evergreen Wealth Management, LLC's estimated gain on his BRK.B holdings is $2.25 Mil, reflecting a 43.77% gain to date.
Evergreen Wealth Management, LLC BRK.B ($480.60) Holding Chart
Evergreen Wealth Management, LLC BRK.B ($480.60) 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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