Paragon Private Wealth Management, LLC BRK.B Holdings History
Paragon Private Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 7,375.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.93 Mil. This investment constitutes 1.82% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then Paragon Private Wealth Management, LLC has made 10 purchases of BRK.B, at an average price of $335.69, for a total of 8,996.00 shares. In addition, there have been 2 sales at an average price of $403.70 for 1,621.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Paragon Private Wealth Management, LLC's estimated gain on his BRK.B holdings is $1.13 Mil, reflecting a 37.38% gain to date.
Paragon Private Wealth Management, LLC BRK.B ($473.80) Holding Chart
Paragon Private Wealth Management, LLC BRK.B ($473.80) 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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