Number of Shares
128,646.00
Current Holdings Value*
$54.10 Mil
% of Portfolio
19.38%
Total Estimate Gain
$30.08 Mil
% of Total Estimate Gain
65.69%

Retirement Group, LLC's Berkshire Hathaway Inc Holding Summary

As of 2024-03-31, Retirement Group, LLC held 128,646.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $54.10 Mil. This investment constitutes 19.38% of their stock portfolio, and Retirement Group, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 14 purchases of BRK.B, at an average price of $252.81, for a total of 181,139.00 shares. In addition, there have been 2 sales at an average price of $279.28 for 52,493.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, Retirement Group, LLC's estimated gain on his BRK.B holdings is $30.08 Mil, reflecting a 65.69% gain to date.

Retirement Group, LLC BRK.B ($475.86) Holding Chart

Retirement Group, LLC BRK.B ($475.86) 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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