S&P 500 Index Fund BRK.B Holdings History
S&P 500 Index Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 10,348.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.32 Mil. This investment constitutes 1.86% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q2. And since then S&P 500 Index Fund has made 2 purchases of BRK.B, at an average price of $287.18, for a total of 24,128.00 shares. In addition, there have been 10 sales at an average price of $290.55 for 13,780.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, S&P 500 Index Fund's estimated gain on his BRK.B holdings is $2.02 Mil, reflecting a 29.19% gain to date.
S&P 500 Index Fund BRK.B ($478.13) Holding Chart
S&P 500 Index Fund BRK.B ($478.13) 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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