LK Balanced Fund BRK.B Holdings History
LK Balanced Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Managed Portfolio Series held 3,500.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.86 Mil. This investment constitutes 9.18% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q1. And since then LK Balanced Fund has made 2 purchases of BRK.B, at an average price of $413.79, for a total of 4,500.00 shares. In addition, there have been 1 sales at an average price of $296.98 for 1,000.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, LK Balanced Fund's estimated gain on his BRK.B holdings is $132,425.00, reflecting a 7.11% gain to date.
LK Balanced Fund BRK.B ($485.00) Holding Chart
LK Balanced Fund 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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