JFS WEALTH ADVISORS, LLC BRK.A Holdings History
JFS WEALTH ADVISORS, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 19.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $15.17 Mil. This investment constitutes 1.03% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2013Q4. And since then JFS WEALTH ADVISORS, LLC has made 3 purchases of BRK.A, at an average price of $189,770.52, for a total of 1,920.00 shares. In addition, there have been 2 sales at an average price of $214,562.45 for 1,901.00 shares. Based on historical transaction data and BRK.A's current price of $711000.20, JFS WEALTH ADVISORS, LLC's estimated gain on his BRK.A holdings is $57.03 Mil, reflecting a 15.65% gain to date.
JFS WEALTH ADVISORS, LLC BRK.A ($711000.20) Holding Chart
JFS WEALTH ADVISORS, LLC BRK.A ($711000.20) 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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