Number of Shares
1,016.00
Current Holdings Value*
$313,840.00
% of Portfolio
2.49%
Total Estimate Gain
$179,649.12
% of Total Estimate Gain
59.54%

Fulcrum Diversified Absolute Return Fund's Berkshire Hathaway Inc Holding Summary

As of 2022-12-31, Trust for Advised Portfolios held 1,016.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $313,840.00. This investment constitutes 2.49% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q4. And since then Fulcrum Diversified Absolute Return Fund has made 1 purchases of BRK.B, at an average price of $296.98, for a total of 1,016.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Fulcrum Diversified Absolute Return Fund's estimated gain on his BRK.B holdings is $179,649.12, reflecting a 59.54% gain to date.

Fulcrum Diversified Absolute Return Fund BRK.B ($473.80) Holding Chart

Fulcrum Diversified Absolute Return Fund BRK.B ($473.80) 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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