Number of Shares
11,511.00
Current Holdings Value*
$5.59 Mil
% of Portfolio
3.37%
Total Estimate Gain
$952,621.41
% of Total Estimate Gain
20.65%

NRI Wealth Management LC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, NRI Wealth Management LC held 11,511.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.59 Mil. This investment constitutes 3.37% of their stock portfolio, and NRI Wealth Management LC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. And since then NRI Wealth Management LC has made 3 purchases of BRK.B, at an average price of $400.76, for a total of 11,511.00 shares. Based on historical transaction data and BRK.B's current price of $483.52, NRI Wealth Management LC's estimated gain on his BRK.B holdings is $952,621.41, reflecting a 20.65% gain to date.

NRI Wealth Management LC BRK.B ($483.52) Holding Chart

NRI Wealth Management LC BRK.B ($483.52) 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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