Number of Shares
6,248.00
Current Holdings Value*
$3.33 Mil
% of Portfolio
2.61%
Total Estimate Gain
$1.13 Mil
% of Total Estimate Gain
54.24%

Foundation Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Foundation Wealth Management, LLC held 6,248.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.33 Mil. This investment constitutes 2.61% of their stock portfolio, and Foundation Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q4. And since then Foundation Wealth Management, LLC has made 2 purchases of BRK.B, at an average price of $298.64, for a total of 7,004.00 shares. In addition, there have been 5 sales at an average price of $334.71 for 756.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, Foundation Wealth Management, LLC's estimated gain on his BRK.B holdings is $1.13 Mil, reflecting a 54.24% gain to date.

Foundation Wealth Management, LLC BRK.B ($475.86) Holding Chart

Foundation Wealth Management, LLC 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 %

Top Ranked Articles

  • 1