Number of Shares
4,084.00
Current Holdings Value*
$2.18 Mil
% of Portfolio
3.5%
Total Estimate Gain
$646,799.66
% of Total Estimate Gain
18.62%

Large Cap Value Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Large Cap Value Fund held 4,084.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.18 Mil. This investment constitutes 3.5% of their stock portfolio, and Large Cap Value 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 Value Fund has made 5 purchases of BRK.B, at an average price of $277.75, for a total of 12,505.00 shares. In addition, there have been 9 sales at an average price of $256.89 for 8,421.00 shares. Based on historical transaction data and BRK.B's current price of $479.14, Large Cap Value Fund's estimated gain on his BRK.B holdings is $646,799.66, reflecting a 18.62% gain to date.

Large Cap Value Fund BRK.B ($479.14) Holding Chart

Large Cap Value Fund BRK.B ($479.14) 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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