PDS Planning, Inc BRK.B Holdings History

Number of Shares
25,496.00
Current Holdings Value*
$13.58 Mil
% of Portfolio
1.14%
Total Estimate Gain
$4.92 Mil
% of Total Estimate Gain
64.85%

PDS Planning, Inc's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, PDS Planning, Inc held 25,496.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $13.58 Mil. This investment constitutes 1.14% of their stock portfolio, and PDS Planning, Inc now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q2. And since then PDS Planning, Inc has made 18 purchases of BRK.B, at an average price of $275.76, for a total of 27,509.00 shares. In addition, there have been 10 sales at an average price of $257.90 for 2,013.00 shares. Based on historical transaction data and BRK.B's current price of $470.13, PDS Planning, Inc's estimated gain on his BRK.B holdings is $4.92 Mil, reflecting a 64.85% gain to date.

PDS Planning, Inc BRK.B ($470.13) Holding Chart

PDS Planning, Inc BRK.B ($470.13) 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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