JFS WEALTH ADVISORS, LLC BRK.B Holdings History
JFS WEALTH ADVISORS, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 105,880.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $56.39 Mil. This investment constitutes 3.82% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2013Q4. And since then JFS WEALTH ADVISORS, LLC has made 14 purchases of BRK.B, at an average price of $142.88, for a total of 388,320.00 shares. In addition, there have been 23 sales at an average price of $151.58 for 282,440.00 shares. Based on historical transaction data and BRK.B's current price of $471.72, JFS WEALTH ADVISORS, LLC's estimated gain on his BRK.B holdings is $37.28 Mil, reflecting a 67.19% gain to date.
JFS WEALTH ADVISORS, LLC BRK.B ($471.72) Holding Chart
JFS WEALTH ADVISORS, LLC BRK.B ($471.72) 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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