PETERSON WEALTH MANAGEMENT BRK.B Holdings History
PETERSON WEALTH MANAGEMENT's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 1,297.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $690,760.00. This investment constitutes 0.46% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q2. And since then PETERSON WEALTH MANAGEMENT has made 8 purchases of BRK.B, at an average price of $360.55, for a total of 7,686.00 shares. In addition, there have been 4 sales at an average price of $470.79 for 6,389.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, PETERSON WEALTH MANAGEMENT's estimated gain on his BRK.B holdings is $860,031.84, reflecting a 31.04% gain to date.
PETERSON WEALTH MANAGEMENT BRK.B ($480.60) Holding Chart
PETERSON WEALTH MANAGEMENT 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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