Koa Wealth Management, LLC BRK.B Holdings History
Koa Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held 38,802.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $20.67 Mil. This investment constitutes 16.69% of their stock portfolio, and Koa Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $446.02 for 1,978.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, Koa Wealth Management, LLC's estimated gain on his BRK.B holdings is $5.12 Mil, reflecting a 35.78% gain to date.
Koa Wealth Management, LLC BRK.B ($478.13) Holding Chart
Koa Wealth Management, LLC BRK.B ($478.13) 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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