SARD WEALTH MANAGEMENT GROUP, LLC BRK.B Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 1,322.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $642,190.00. This investment constitutes 0.4% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q3. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 4 purchases of BRK.B, at an average price of $479.10, for a total of 1,322.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his BRK.B holdings is $-1,278.40, reflecting a -0.20% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC BRK.B ($478.13) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC 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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