Number of Shares
22.00
Current Holdings Value*
$16.03 Mil
% of Portfolio
3.87%
Total Estimate Gain
$727,188.00
% of Total Estimate Gain
4.77%

ORG Wealth Partners, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, ORG Wealth Partners, LLC held 22.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $16.03 Mil. This investment constitutes 3.87% of their stock portfolio, and ORG Wealth Partners, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2024Q4. And since then ORG Wealth Partners, LLC has made 1 purchases of BRK.A, at an average price of $692,646.00, for a total of 22.00 shares. Based on historical transaction data and BRK.A's current price of $725700.00, ORG Wealth Partners, LLC's estimated gain on his BRK.A holdings is $727,188.00, reflecting a 4.77% gain to date.

ORG Wealth Partners, LLC BRK.A ($725700.00) Holding Chart

ORG 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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