Number of Shares
4,410.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
2.57%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
28.88%

Fulcrum Equity Management's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Fulcrum Equity Management held 4,410.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.35 Mil. This investment constitutes 2.57% of their stock portfolio, and Fulcrum Equity Management now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q4. And since then Fulcrum Equity Management has made 11 purchases of BRK.B, at an average price of $283.14, for a total of 14,471.00 shares. In addition, there have been 4 sales at an average price of $317.19 for 10,061.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Fulcrum Equity Management's estimated gain on his BRK.B holdings is $1.18 Mil, reflecting a 28.88% gain to date.

Fulcrum Equity Management BRK.B ($473.80) Holding Chart

Fulcrum Equity Management 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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