Number of Shares
5.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
1.64%
Total Estimate Gain
$100,980.00
% of Total Estimate Gain
2.92%

FULLCIRCLE WEALTH LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, FULLCIRCLE WEALTH LLC held 5.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $3.99 Mil. This investment constitutes 1.64% of their stock portfolio, and FULLCIRCLE WEALTH LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2024Q4. And since then FULLCIRCLE WEALTH LLC has made 1 purchases of BRK.A, at an average price of $692,646.00, for a total of 5.00 shares. Based on historical transaction data and BRK.A's current price of $712842.00, FULLCIRCLE WEALTH LLC's estimated gain on his BRK.A holdings is $100,980.00, reflecting a 2.92% gain to date.

FULLCIRCLE WEALTH LLC BRK.A ($712842.00) Holding Chart

FULLCIRCLE WEALTH LLC BRK.A ($712842.00) 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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