Number of Shares
8,908.00
Current Holdings Value*
$4.74 Mil
% of Portfolio
2.39%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
24.92%

My Personal CFO, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, My Personal CFO, LLC held 8,908.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.74 Mil. This investment constitutes 2.39% of their stock portfolio, and My Personal CFO, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then My Personal CFO, LLC has made 7 purchases of BRK.B, at an average price of $301.24, for a total of 19,484.00 shares. In addition, there have been 6 sales at an average price of $294.16 for 10,576.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, My Personal CFO, LLC's estimated gain on his BRK.B holdings is $1.46 Mil, reflecting a 24.92% gain to date.

My Personal CFO, LLC BRK.B ($473.80) Holding Chart

My Personal CFO, 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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