Number of Shares
2,588.00
Current Holdings Value*
$1.38 Mil
% of Portfolio
1.61%
Total Estimate Gain
$142,167.68
% of Total Estimate Gain
4.66%

NAA ALL CAP VALUE SERIES's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, NAA ALL CAP VALUE SERIES held 2,588.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.38 Mil. This investment constitutes 1.61% of their stock portfolio, and NAA ALL CAP VALUE SERIES now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $486.15 for 4,020.00 shares. Based on historical transaction data and BRK.B's current price of $478.91, NAA ALL CAP VALUE SERIES's estimated gain on his BRK.B holdings is $142,167.68, reflecting a 4.66% gain to date.

NAA ALL CAP VALUE SERIES BRK.B ($478.91) Holding Chart

NAA ALL CAP VALUE SERIES BRK.B ($478.91) 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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