Number of Shares
446.00
Current Holdings Value*
$237,530.00
% of Portfolio
2.22%
Total Estimate Gain
$-6,618.64
% of Total Estimate Gain
-3.05%

First Trust Capital Strength Hedged Equity Portfolio's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, First Trust Capital Strength Hedged Equity Portfolio held 446.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $237,530.00. This investment constitutes 2.22% of their stock portfolio, and First Trust Capital Strength Hedged Equity Portfolio now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2025Q1. And since then First Trust Capital Strength Hedged Equity Portfolio has made 1 purchases of BRK.B, at an average price of $486.15, for a total of 446.00 shares. Based on historical transaction data and BRK.B's current price of $471.31, First Trust Capital Strength Hedged Equity Portfolio's estimated gain on his BRK.B holdings is $-6,618.64, reflecting a -3.05% gain to date.

First Trust Capital Strength Hedged Equity Portfolio BRK.B ($471.31) Holding Chart

First Trust Capital Strength Hedged Equity Portfolio BRK.B ($471.31) 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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