Kathleen S. Wright Associates Inc. BRK.B Holdings History
Kathleen S. Wright Associates Inc.'s Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 51,472.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $27.40 Mil. This investment constitutes 11.37% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 3 purchases of BRK.B, at an average price of $294.01, for a total of 70,859.00 shares. In addition, there have been 10 sales at an average price of $343.42 for 19,387.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Kathleen S. Wright Associates Inc.'s estimated gain on his BRK.B holdings is $10.67 Mil, reflecting a 51.20% gain to date.
Kathleen S. Wright Associates Inc. BRK.B ($482.63) Holding Chart
Kathleen S. Wright Associates Inc. BRK.B ($482.63) 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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