ORG Wealth Partners, LLC BRK.A Holdings History
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 % |
Top Ranked Articles
- 1