Number of Shares
18,542.00
Current Holdings Value*
$9.88 Mil
% of Portfolio
2.48%
Total Estimate Gain
$3.32 Mil
% of Total Estimate Gain
48.56%

Stephens Consulting, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Stephens Consulting, LLC held 18,542.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $9.88 Mil. This investment constitutes 2.48% of their stock portfolio, and Stephens Consulting, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Stephens Consulting, LLC has made 6 purchases of BRK.B, at an average price of $310.21, for a total of 22,033.00 shares. In addition, there have been 7 sales at an average price of $332.55 for 3,491.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, Stephens Consulting, LLC's estimated gain on his BRK.B holdings is $3.32 Mil, reflecting a 48.56% gain to date.

Stephens Consulting, LLC BRK.B ($485.00) Holding Chart

Stephens Consulting, LLC BRK.B ($485.00) 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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