Number of Shares
33,129.00
Current Holdings Value*
$17.67 Mil
% of Portfolio
1.42%
Total Estimate Gain
$1.78 Mil
% of Total Estimate Gain
11.25%

George Putnam Balanced Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, George Putnam Balanced Fund held 33,129.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $17.67 Mil. This investment constitutes 1.42% of their stock portfolio, and George Putnam Balanced Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then George Putnam Balanced Fund has made 4 purchases of BRK.B, at an average price of $425.53, for a total of 37,251.00 shares. In addition, there have been 2 sales at an average price of $415.57 for 4,122.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, George Putnam Balanced Fund's estimated gain on his BRK.B holdings is $1.78 Mil, reflecting a 11.25% gain to date.

George Putnam Balanced Fund BRK.B ($480.60) Holding Chart

George Putnam Balanced Fund BRK.B ($480.60) 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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