Number of Shares
64,490.00
Current Holdings Value*
$34.36 Mil
% of Portfolio
2.24%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
4.67%

OneAscent Financial Services LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, OneAscent Financial Services LLC held 64,490.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $34.36 Mil. This investment constitutes 2.24% of their stock portfolio, and OneAscent Financial Services LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q2. And since then OneAscent Financial Services LLC has made 10 purchases of BRK.B, at an average price of $427.49, for a total of 75,910.00 shares. In addition, there have been 10 sales at an average price of $287.14 for 11,420.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, OneAscent Financial Services LLC's estimated gain on his BRK.B holdings is $1.52 Mil, reflecting a 4.67% gain to date.

OneAscent Financial Services LLC BRK.B ($475.86) Holding Chart

OneAscent Financial Services LLC BRK.B ($475.86) 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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