Moderate Allocation Fund BRK.B Holdings History
Moderate Allocation Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Moderate Allocation Fund held 12,281.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $6.54 Mil. This investment constitutes 9.03% of their stock portfolio, and Moderate Allocation Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q1. And since then Moderate Allocation Fund has made 8 purchases of BRK.B, at an average price of $345.07, for a total of 19,128.00 shares. In addition, there have been 5 sales at an average price of $410.52 for 6,847.00 shares. Based on historical transaction data and BRK.B's current price of $484.85, Moderate Allocation Fund's estimated gain on his BRK.B holdings is $2.16 Mil, reflecting a 32.80% gain to date.
Moderate Allocation Fund BRK.B ($484.85) Holding Chart
Moderate Allocation Fund BRK.B ($484.85) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
