Number of Shares
2,010.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
7.3%
Total Estimate Gain
$354,527.94
% of Total Estimate Gain
18.57%

Global Allocation Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Global Allocation Fund held 2,010.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.07 Mil. This investment constitutes 7.3% of their stock portfolio, and Global Allocation Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q1. And since then Global Allocation Fund has made 7 purchases of BRK.B, at an average price of $348.01, for a total of 5,486.00 shares. In addition, there have been 5 sales at an average price of $375.14 for 3,476.00 shares. Based on historical transaction data and BRK.B's current price of $477.47, Global Allocation Fund's estimated gain on his BRK.B holdings is $354,527.94, reflecting a 18.57% gain to date.

Global Allocation Fund BRK.B ($477.47) Holding Chart

Global Allocation Fund BRK.B ($477.47) 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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