Nelson Capital Management, LLC BRK.B Holdings History
Nelson Capital Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Nelson Capital Management, LLC held 5,868.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.13 Mil. This investment constitutes 0.54% of their stock portfolio, and Nelson Capital Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2015Q2. And since then Nelson Capital Management, LLC has made 13 purchases of BRK.B, at an average price of $355.93, for a total of 8,543.00 shares. In addition, there have been 6 sales at an average price of $210.85 for 2,675.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, Nelson Capital Management, LLC's estimated gain on his BRK.B holdings is $328,992.92, reflecting a 10.82% gain to date.
Nelson Capital Management, LLC BRK.B ($478.13) Holding Chart
Nelson Capital Management, 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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