Number of Shares
26,296.00
Current Holdings Value*
$12.81 Mil
% of Portfolio
3.09%
Total Estimate Gain
$1.09 Mil
% of Total Estimate Gain
8.89%

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

As of 2025-06-30, ORG Wealth Partners, LLC held 26,296.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $12.81 Mil. This investment constitutes 3.09% of their stock portfolio, and ORG Wealth Partners, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2024Q3. In addition, there have been 3 sales at an average price of $498.11 for 1,375.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, ORG Wealth Partners, LLC's estimated gain on his BRK.B holdings is $1.09 Mil, reflecting a 8.89% gain to date.

ORG Wealth Partners, LLC BRK.B ($480.60) Holding Chart

ORG Wealth Partners, 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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