LK Balanced Fund BRK.A Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$821,214.00
% of Total Estimate Gain
128.83%
LK Balanced Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Managed Portfolio Series held - shares of Berkshire Hathaway Inc(BRK.A), totaling N/A. This investment constitutes 0% of their stock portfolio, and Managed Portfolio Series now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2020Q1. In addition, there have been 1 sales at an average price of $729,331.00 for 2.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, LK Balanced Fund's estimated gain on his BRK.A holdings is $821,214.00, reflecting a 128.83% gain to date.
LK Balanced Fund BRK.A ($710978.50) Holding Chart
LK Balanced Fund BRK.A ($710978.50) 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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