Number of Shares
414.00
Current Holdings Value*
$220,490.00
% of Portfolio
0.21%
Total Estimate Gain
$-4,881.06
% of Total Estimate Gain
-2.43%

Michael A. Dubis Financial Planning, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Michael A. Dubis Financial Planning, LLC held 414.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $220,490.00. This investment constitutes 0.21% of their stock portfolio, and Michael A. Dubis Financial Planning, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2025Q1. And since then Michael A. Dubis Financial Planning, LLC has made 1 purchases of BRK.B, at an average price of $486.15, for a total of 414.00 shares. Based on historical transaction data and BRK.B's current price of $474.36, Michael A. Dubis Financial Planning, LLC's estimated gain on his BRK.B holdings is $-4,881.06, reflecting a -2.43% gain to date.

Michael A. Dubis Financial Planning, LLC BRK.B ($474.36) Holding Chart

Michael A. Dubis Financial Planning, LLC BRK.B ($474.36) 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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