Number of Shares
2,547.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
2.05%
Total Estimate Gain
$87,932.60
% of Total Estimate Gain
3.88%

NAA LARGE CAP VALUE FUND's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, NAA LARGE CAP VALUE FUND held 2,547.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.36 Mil. This investment constitutes 2.05% of their stock portfolio, and NAA LARGE CAP VALUE FUND 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 2,356.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, NAA LARGE CAP VALUE FUND's estimated gain on his BRK.B holdings is $87,932.60, reflecting a 3.88% gain to date.

NAA LARGE CAP VALUE FUND BRK.B ($473.80) Holding Chart

NAA LARGE CAP VALUE FUND 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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