Number of Shares
58,764.00
Current Holdings Value*
$27.05 Mil
% of Portfolio
3.04%
Total Estimate Gain
$7.75 Mil
% of Total Estimate Gain
37.01%

First Trust Investment Solutions L.P.'s Berkshire Hathaway Inc Holding Summary

As of 2024-09-30, First Trust Investment Solutions L.P. held 58,764.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $27.05 Mil. This investment constitutes 3.04% of their stock portfolio, and First Trust Investment Solutions L.P. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. And since then First Trust Investment Solutions L.P. has made 2 purchases of BRK.B, at an average price of $355.96, for a total of 58,840.00 shares. In addition, there have been 1 sales at an average price of $442.18 for 76.00 shares. Based on historical transaction data and BRK.B's current price of $487.77, First Trust Investment Solutions L.P.'s estimated gain on his BRK.B holdings is $7.75 Mil, reflecting a 37.01% gain to date.

First Trust Investment Solutions L.P. BRK.B ($487.77) Holding Chart

First Trust Investment Solutions L.P. BRK.B ($487.77) 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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