Number of Shares
6,288.00
Current Holdings Value*
$3.35 Mil
% of Portfolio
2.26%
Total Estimate Gain
$944,135.55
% of Total Estimate Gain
33.90%

PANORAMIC INVESTMENT ADVISORS, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, PANORAMIC INVESTMENT ADVISORS, LLC held 6,288.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.35 Mil. This investment constitutes 2.26% of their stock portfolio, and PANORAMIC INVESTMENT ADVISORS, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q4. And since then PANORAMIC INVESTMENT ADVISORS, LLC has made 3 purchases of BRK.B, at an average price of $336.57, for a total of 8,275.00 shares. In addition, there have been 3 sales at an average price of $355.92 for 1,987.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, PANORAMIC INVESTMENT ADVISORS, LLC's estimated gain on his BRK.B holdings is $944,135.55, reflecting a 33.90% gain to date.

PANORAMIC INVESTMENT ADVISORS, LLC BRK.B ($480.60) Holding Chart

PANORAMIC INVESTMENT ADVISORS, LLC BRK.B ($480.60) 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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