National Wealth Management Group, LLC BRK.B Holdings History
National Wealth Management Group, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, National Wealth Management Group, LLC held 10,308.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.49 Mil. This investment constitutes 3.61% of their stock portfolio, and National Wealth Management Group, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then National Wealth Management Group, LLC has made 8 purchases of BRK.B, at an average price of $342.05, for a total of 11,464.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, National Wealth Management Group, LLC's estimated gain on his BRK.B holdings is $1.35 Mil, reflecting a 34.43% gain to date.
National Wealth Management Group, LLC BRK.B ($478.13) Holding Chart
National Wealth Management Group, LLC BRK.B ($478.13) 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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