Novak & Powell Financial Services, Inc. BRK.B Holdings History
Novak & Powell Financial Services, Inc.'s Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Novak & Powell Financial Services, Inc. held 7,688.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.09 Mil. This investment constitutes 2.55% of their stock portfolio, and Novak & Powell Financial Services, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. And since then Novak & Powell Financial Services, Inc. has made 2 purchases of BRK.B, at an average price of $353.72, for a total of 8,212.00 shares. In addition, there have been 3 sales at an average price of $461.76 for 524.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Novak & Powell Financial Services, Inc.'s estimated gain on his BRK.B holdings is $1.03 Mil, reflecting a 35.53% gain to date.
Novak & Powell Financial Services, Inc. BRK.B ($480.60) Holding Chart
Novak & Powell Financial Services, Inc. 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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