Number of Shares
99,252.00
Current Holdings Value*
$52.86 Mil
% of Portfolio
1.64%
Total Estimate Gain
$11.98 Mil
% of Total Estimate Gain
19.80%

J.W. COLE ADVISORS, INC.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, J.W. COLE ADVISORS, INC. held 99,252.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $52.86 Mil. This investment constitutes 1.64% of their stock portfolio, and J.W. COLE ADVISORS, INC. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q4. And since then J.W. COLE ADVISORS, INC. has made 15 purchases of BRK.B, at an average price of $297.83, for a total of 203,251.00 shares. In addition, there have been 6 sales at an average price of $236.66 for 103,999.00 shares. Based on historical transaction data and BRK.B's current price of $482.67, J.W. COLE ADVISORS, INC.'s estimated gain on his BRK.B holdings is $11.98 Mil, reflecting a 19.80% gain to date.

J.W. COLE ADVISORS, INC. BRK.B ($482.67) Holding Chart

J.W. COLE ADVISORS, INC. BRK.B ($482.67) 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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