Number of Shares
5,474.00
Current Holdings Value*
$2.81 Mil
% of Portfolio
1.9%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
26.56%

Invesco Income Advantage U.S. Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-02-28, Invesco Income Advantage U.S. Fund held 5,474.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.81 Mil. This investment constitutes 1.9% of their stock portfolio, and Invesco Income Advantage U.S. Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q3. And since then Invesco Income Advantage U.S. Fund has made 7 purchases of BRK.B, at an average price of $326.65, for a total of 18,648.00 shares. In addition, there have been 8 sales at an average price of $383.35 for 13,174.00 shares. Based on historical transaction data and BRK.B's current price of $485.68, Invesco Income Advantage U.S. Fund's estimated gain on his BRK.B holdings is $1.62 Mil, reflecting a 26.56% gain to date.

Invesco Income Advantage U.S. Fund BRK.B ($485.68) Holding Chart

Invesco Income Advantage U.S. Fund BRK.B ($485.68) 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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