JDH Wealth Management, LLC BRK.B Holdings History
Number of Shares
496.00
Current Holdings Value*
$264,160.00
% of Portfolio
0.23%
Total Estimate Gain
$-6,125.60
% of Total Estimate Gain
-2.54%
JDH Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 496.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $264,160.00. This investment constitutes 0.23% of their stock portfolio, and JDH Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2025Q1. And since then JDH Wealth Management, LLC has made 1 purchases of BRK.B, at an average price of $486.15, for a total of 496.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, JDH Wealth Management, LLC's estimated gain on his BRK.B holdings is $-6,125.60, reflecting a -2.54% gain to date.
JDH Wealth Management, LLC BRK.B ($473.80) Holding Chart
JDH Wealth Management, LLC BRK.B ($473.80) 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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