OneAscent Family Office, LLC BRK.B Holdings History
Number of Shares
4,262.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-35,567.88
% of Total Estimate Gain
-1.74%
OneAscent Family Office, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, OneAscent Family Office, LLC held 4,262.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.28 Mil. This investment constitutes 2.12% of their stock portfolio, and OneAscent Family Office, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q4. And since then OneAscent Family Office, LLC has made 1 purchases of BRK.B, at an average price of $480.11, for a total of 4,262.00 shares. Based on historical transaction data and BRK.B's current price of $471.76, OneAscent Family Office, LLC's estimated gain on his BRK.B holdings is $-35,567.88, reflecting a -1.74% gain to date.
OneAscent Family Office, LLC BRK.B ($471.76) Holding Chart
OneAscent Family Office, LLC BRK.B ($471.76) 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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