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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