Old North State Wealth Management, LLC BRK.B Holdings History
Old North State Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Old North State Wealth Management, LLC held 25,309.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $12.30 Mil. This investment constitutes 6.41% of their stock portfolio, and Old North State Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then Old North State Wealth Management, LLC has made 11 purchases of BRK.B, at an average price of $315.79, for a total of 39,557.00 shares. In addition, there have been 3 sales at an average price of $403.18 for 14,248.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Old North State Wealth Management, LLC's estimated gain on his BRK.B holdings is $5.24 Mil, reflecting a 41.98% gain to date.
Old North State Wealth Management, LLC BRK.B ($473.80) Holding Chart
Old North State Wealth Management, LLC BRK.B ($473.80) 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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