SimpliFi, Inc. BRK.B Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$504,230.77
% of Total Estimate Gain
37.24%

SimpliFi, Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, SimpliFi, Inc. held - shares of Berkshire Hathaway Inc(BRK.B), totaling N/A. This investment constitutes 0% of their stock portfolio, and SimpliFi, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q2. And since then SimpliFi, Inc. has made 5 purchases of BRK.B, at an average price of $302.60, for a total of 4,474.00 shares. In addition, there have been 4 sales at an average price of $415.30 for 4,474.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, SimpliFi, Inc.'s estimated gain on his BRK.B holdings is $504,230.77, reflecting a 37.24% gain to date.

SimpliFi, Inc. BRK.B ($480.60) Holding Chart

SimpliFi, Inc. BRK.B ($480.60) 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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