Number of Shares
7,000.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
2.26%
Total Estimate Gain
$-165,992.28
% of Total Estimate Gain
-3.50%

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

As of 2025-03-31, FIRST TRUST VARIABLE INSURANCE TRUST held 7,000.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.73 Mil. This investment constitutes 2.26% of their stock portfolio, and FIRST TRUST VARIABLE INSURANCE TRUST now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q1. And since then First Trust Capital Strength Portfolio has made 2 purchases of BRK.B, at an average price of $425.64, for a total of 11,145.00 shares. In addition, there have been 2 sales at an average price of $285.27 for 4,145.00 shares. Based on historical transaction data and BRK.B's current price of $485.05, First Trust Capital Strength Portfolio's estimated gain on his BRK.B holdings is $-165,992.28, reflecting a -3.50% gain to date.

First Trust Capital Strength Portfolio BRK.B ($485.05) Holding Chart

First Trust Capital Strength Portfolio BRK.B ($485.05) 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 %

Top Ranked Articles

  • 1