Number of Shares
2,490.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
0.44%
Total Estimate Gain
$141,571.66
% of Total Estimate Gain
6.75%

Operose Advisors LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Operose Advisors LLC held 2,490.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.33 Mil. This investment constitutes 0.44% of their stock portfolio, and Operose Advisors LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Operose Advisors LLC has made 5 purchases of BRK.B, at an average price of $382.99, for a total of 5,475.00 shares. In addition, there have been 4 sales at an average price of $350.41 for 2,985.00 shares. Based on historical transaction data and BRK.B's current price of $478.91, Operose Advisors LLC's estimated gain on his BRK.B holdings is $141,571.66, reflecting a 6.75% gain to date.

Operose Advisors LLC BRK.B ($478.91) Holding Chart

Operose Advisors LLC BRK.B ($478.91) 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 %

Top Ranked Articles

  • 1