Lodestone Wealth Management LLC BRK.B Holdings History
Lodestone Wealth Management LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Lodestone Wealth Management LLC held 7,756.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.13 Mil. This investment constitutes 2.2% of their stock portfolio, and Lodestone Wealth Management LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q4. And since then Lodestone Wealth Management LLC has made 2 purchases of BRK.B, at an average price of $298.26, for a total of 8,568.00 shares. In addition, there have been 7 sales at an average price of $437.42 for 812.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Lodestone Wealth Management LLC's estimated gain on his BRK.B holdings is $1.47 Mil, reflecting a 57.70% gain to date.
Lodestone Wealth Management LLC BRK.B ($473.80) Holding Chart
Lodestone Wealth Management 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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