Number of Shares
73,476.00
Current Holdings Value*
$39.13 Mil
% of Portfolio
1.89%
Total Estimate Gain
$11.14 Mil
% of Total Estimate Gain
14.50%

Meridian Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Meridian Wealth Management, LLC held 73,476.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $39.13 Mil. This investment constitutes 1.89% of their stock portfolio, and Meridian Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q2. And since then Meridian Wealth Management, LLC has made 21 purchases of BRK.B, at an average price of $354.99, for a total of 216,452.00 shares. In addition, there have been 7 sales at an average price of $369.64 for 142,976.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, Meridian Wealth Management, LLC's estimated gain on his BRK.B holdings is $11.14 Mil, reflecting a 14.50% gain to date.

Meridian Wealth Management, LLC BRK.B ($478.13) Holding Chart

Meridian Wealth Management, LLC BRK.B ($478.13) 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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