Smith Salley Wealth Management BRK.B Holdings History
Smith Salley Wealth Management's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Smith Salley Wealth Management held 100,688.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $48.91 Mil. This investment constitutes 2.83% of their stock portfolio, and Smith Salley Wealth Management now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2014Q1. And since then Smith Salley Wealth Management has made 33 purchases of BRK.B, at an average price of $189.40, for a total of 134,852.00 shares. In addition, there have been 4 sales at an average price of $367.63 for 34,164.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Smith Salley Wealth Management's estimated gain on his BRK.B holdings is $34.72 Mil, reflecting a 135.96% gain to date.
Smith Salley Wealth Management BRK.B ($473.80) Holding Chart
Smith Salley Wealth Management 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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