Number of Shares
25,879.00
Current Holdings Value*
$13.30 Mil
% of Portfolio
1.87%
Total Estimate Gain
$4.34 Mil
% of Total Estimate Gain
52.24%

Horizon Defined Risk Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-02-28, Horizon Funds held 25,879.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $13.30 Mil. This investment constitutes 1.87% of their stock portfolio, and Horizon Funds now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q1. And since then Horizon Defined Risk Fund has made 12 purchases of BRK.B, at an average price of $315.12, for a total of 26,383.00 shares. In addition, there have been 1 sales at an average price of $331.78 for 504.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Horizon Defined Risk Fund's estimated gain on his BRK.B holdings is $4.34 Mil, reflecting a 52.24% gain to date.

Horizon Defined Risk Fund BRK.B ($482.63) Holding Chart

Horizon Defined Risk Fund BRK.B ($482.63) 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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