Number of Shares
7.00
Current Holdings Value*
$5.59 Mil
% of Portfolio
2.92%
Total Estimate Gain
$6.43 Bil
% of Total Estimate Gain
2.32%

Intelligent Financial Strategies's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Intelligent Financial Strategies held 7.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $5.59 Mil. This investment constitutes 2.92% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 3 purchases of BRK.A, at an average price of $490,347.10, for a total of 564,398.00 shares. In addition, there have been 2 sales at an average price of $501,736.84 for 564,391.00 shares. Based on historical transaction data and BRK.A's current price of $729000.00, Intelligent Financial Strategies's estimated gain on his BRK.A holdings is $6.43 Bil, reflecting a 2.32% gain to date.

Intelligent Financial Strategies BRK.A ($729000.00) Holding Chart

Intelligent Financial Strategies BRK.A ($729000.00) 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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