JPL Wealth Management, LLC BRK.B Holdings History
JPL Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 10,612.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.65 Mil. This investment constitutes 1.61% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 3 purchases of BRK.B, at an average price of $426.47, for a total of 10,892.00 shares. In addition, there have been 1 sales at an average price of $393.34 for 280.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, JPL Wealth Management, LLC's estimated gain on his BRK.B holdings is $514,814.17, reflecting a 11.08% gain to date.
JPL Wealth Management, LLC BRK.B ($475.86) Holding Chart
JPL Wealth Management, LLC BRK.B ($475.86) 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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