NRI Wealth Management LC BRK.B Holdings History
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 % |
Top Ranked Articles
- 1