KCS Wealth Advisory BRK.B Holdings History
KCS Wealth Advisory's Berkshire Hathaway Inc Holding Summary
As of 2023-09-30, KCS Wealth Advisory held 12,398.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.34 Mil. This investment constitutes 1.86% of their stock portfolio, and KCS Wealth Advisory now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2018Q2. And since then KCS Wealth Advisory has made 18 purchases of BRK.B, at an average price of $213.61, for a total of 15,896.00 shares. In addition, there have been 4 sales at an average price of $336.55 for 3,498.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, KCS Wealth Advisory's estimated gain on his BRK.B holdings is $3.79 Mil, reflecting a 111.76% gain to date.
KCS Wealth Advisory BRK.B ($485.00) Holding Chart
KCS Wealth Advisory BRK.B ($485.00) 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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