O'Brien Wealth Partners LLC BRK.A Holdings History
Number of Shares
2.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
0.23%
Total Estimate Gain
$-73,352.00
% of Total Estimate Gain
-4.81%
O'Brien Wealth Partners LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, O'Brien Wealth Partners LLC held 2.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $1.46 Mil. This investment constitutes 0.23% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2025Q2. And since then O'Brien Wealth Partners LLC has made 1 purchases of BRK.A, at an average price of $762,376.00, for a total of 2.00 shares. Based on historical transaction data and BRK.A's current price of $725700.00, O'Brien Wealth Partners LLC's estimated gain on his BRK.A holdings is $-73,352.00, reflecting a -4.81% gain to date.
O'Brien Wealth Partners LLC BRK.A ($725700.00) Holding Chart
O'Brien Wealth Partners LLC BRK.A ($725700.00) 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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