KESTRA PRIVATE WEALTH SERVICES, LLC BRK.B Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 176,178.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $93.83 Mil. This investment constitutes 1.57% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2020Q3. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 15 purchases of BRK.B, at an average price of $274.71, for a total of 180,299.00 shares. In addition, there have been 3 sales at an average price of $263.84 for 4,121.00 shares. Based on historical transaction data and BRK.B's current price of $478.03, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his BRK.B holdings is $35.78 Mil, reflecting a 72.23% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC BRK.B ($478.03) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, LLC BRK.B ($478.03) 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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