OTA Financial Group L.P. BRK.B Holdings History
Number of Shares
60,000.00
Current Holdings Value*
$20.46 Mil
% of Portfolio
14.29%
Total Estimate Gain
$9.39 Mil
% of Total Estimate Gain
48.01%
OTA Financial Group L.P.'s Berkshire Hathaway Inc Holding Summary
As of 2023-06-30, OTA Financial Group L.P. held 60,000.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $20.46 Mil. This investment constitutes 14.29% of their stock portfolio, and OTA Financial Group L.P. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q2. And since then OTA Financial Group L.P. has made 1 purchases of BRK.B, at an average price of $326.09, for a total of 60,000.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, OTA Financial Group L.P.'s estimated gain on his BRK.B holdings is $9.39 Mil, reflecting a 48.01% gain to date.
OTA Financial Group L.P. BRK.B ($482.63) Holding Chart
OTA Financial Group L.P. BRK.B ($482.63) 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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