Large Cap Core Fund BRK.B Holdings History

Number of Shares
10,673.00
Current Holdings Value*
$5.68 Mil
% of Portfolio
2.04%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
30.15%

Large Cap Core Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Large Cap Core Fund held 10,673.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.68 Mil. This investment constitutes 2.04% of their stock portfolio, and Large Cap Core Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q3. And since then Large Cap Core Fund has made 4 purchases of BRK.B, at an average price of $266.90, for a total of 25,737.00 shares. In addition, there have been 10 sales at an average price of $257.79 for 15,064.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Large Cap Core Fund's estimated gain on his BRK.B holdings is $2.07 Mil, reflecting a 30.15% gain to date.

Large Cap Core Fund BRK.B ($473.80) Holding Chart

Large Cap Core Fund 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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