Number of Shares
2,619.00
Current Holdings Value*
$1.39 Mil
% of Portfolio
0.99%
Total Estimate Gain
$372,645.82
% of Total Estimate Gain
29.82%

Financial Alternatives, Inc's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Financial Alternatives, Inc held 2,619.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.39 Mil. This investment constitutes 0.99% of their stock portfolio, and Financial Alternatives, Inc now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 3 purchases of BRK.B, at an average price of $329.23, for a total of 3,795.00 shares. In addition, there have been 3 sales at an average price of $319.57 for 1,176.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, Financial Alternatives, Inc's estimated gain on his BRK.B holdings is $372,645.82, reflecting a 29.82% gain to date.

Financial Alternatives, Inc BRK.B ($475.86) Holding Chart

Financial Alternatives, Inc BRK.B ($475.86) 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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