NAA LARGE CAP VALUE FUND BRK.B Holdings History
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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