North Berkeley Wealth Management, LLC BRK.B Holdings History
Number of Shares
5,809.00
Current Holdings Value*
$2.63 Mil
% of Portfolio
2.67%
Total Estimate Gain
$109,209.20
% of Total Estimate Gain
4.07%
North Berkeley Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2024-12-31, North Berkeley Wealth Management, LLC held 5,809.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.63 Mil. This investment constitutes 2.67% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and BRK.B's current price of $480.60, North Berkeley Wealth Management, LLC's estimated gain on his BRK.B holdings is $109,209.20, reflecting a 4.07% gain to date.
North Berkeley Wealth Management, LLC BRK.B ($480.60) Holding Chart
North Berkeley Wealth Management, LLC BRK.B ($480.60) 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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