Lantern Wealth Advisors, LLC BRK.B Holdings History
Lantern Wealth Advisors, LLC's Berkshire Hathaway Inc Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 5,490.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.49 Mil. This investment constitutes 1.62% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. And since then Lantern Wealth Advisors, LLC has made 1 purchases of BRK.B, at an average price of $351.11, for a total of 6,921.00 shares. In addition, there have been 2 sales at an average price of $460.83 for 1,431.00 shares. Based on historical transaction data and BRK.B's current price of $484.47, Lantern Wealth Advisors, LLC's estimated gain on his BRK.B holdings is $889,134.29, reflecting a 36.59% gain to date.
Lantern Wealth Advisors, LLC BRK.B ($484.47) Holding Chart
Lantern Wealth Advisors, LLC BRK.B ($484.47) 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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