SpringVest Wealth Management LLC BRK.B Holdings History
SpringVest Wealth Management LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, SpringVest Wealth Management LLC held 24,415.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $13.00 Mil. This investment constitutes 10.78% of their stock portfolio, and SpringVest Wealth Management LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $486.15 for 211.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, SpringVest Wealth Management LLC's estimated gain on his BRK.B holdings is $403,834.80, reflecting a 3.55% gain to date.
SpringVest Wealth Management LLC BRK.B ($478.13) Holding Chart
SpringVest Wealth Management 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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