LWM Advisory Services, LLC BRK.B Holdings History
LWM Advisory Services, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 9,873.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.26 Mil. This investment constitutes 3.65% of their stock portfolio, and LWM Advisory Services, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then LWM Advisory Services, LLC has made 9 purchases of BRK.B, at an average price of $320.85, for a total of 12,333.00 shares. In addition, there have been 4 sales at an average price of $340.71 for 2,460.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, LWM Advisory Services, LLC's estimated gain on his BRK.B holdings is $1.56 Mil, reflecting a 39.39% gain to date.
LWM Advisory Services, LLC BRK.B ($473.80) Holding Chart
LWM Advisory Services, LLC BRK.B ($473.80) 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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