Number of Shares
15,178.00
Current Holdings Value*
$8.08 Mil
% of Portfolio
4.75%
Total Estimate Gain
$5.54 Mil
% of Total Estimate Gain
61.42%

Private Wealth Group, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Private Wealth Group, LLC held 15,178.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $8.08 Mil. This investment constitutes 4.75% of their stock portfolio, and Private Wealth Group, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q1. And since then Private Wealth Group, LLC has made 13 purchases of BRK.B, at an average price of $276.66, for a total of 32,622.00 shares. In addition, there have been 8 sales at an average price of $422.90 for 17,444.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Private Wealth Group, LLC's estimated gain on his BRK.B holdings is $5.54 Mil, reflecting a 61.42% gain to date.

Private Wealth Group, LLC BRK.B ($473.80) Holding Chart

Private Wealth Group, 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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