Number of Shares
31,013.00
Current Holdings Value*
$16.52 Mil
% of Portfolio
2.05%
Total Estimate Gain
$5.28 Mil
% of Total Estimate Gain
47.38%

Penn Series Index 500 Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Penn Series Index 500 Fund held 31,013.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $16.52 Mil. This investment constitutes 2.05% of their stock portfolio, and Penn Series Index 500 Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q1. And since then Penn Series Index 500 Fund has made 5 purchases of BRK.B, at an average price of $320.86, for a total of 34,760.00 shares. In addition, there have been 8 sales at an average price of $392.32 for 3,747.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Penn Series Index 500 Fund's estimated gain on his BRK.B holdings is $5.28 Mil, reflecting a 47.38% gain to date.

Penn Series Index 500 Fund BRK.B ($482.63) Holding Chart

Penn Series Index 500 Fund BRK.B ($482.63) 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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