Number of Shares
4,400.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
2.48%
Total Estimate Gain
$834,057.00
% of Total Estimate Gain
45.78%

Steward Covered Call Income Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, STEWARD FUNDS, INC. held 4,400.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.35 Mil. This investment constitutes 2.48% of their stock portfolio, and STEWARD FUNDS, INC. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q2. And since then Steward Covered Call Income Fund has made 9 purchases of BRK.B, at an average price of $325.36, for a total of 5,600.00 shares. In addition, there have been 3 sales at an average price of $451.18 for 1,200.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Steward Covered Call Income Fund's estimated gain on his BRK.B holdings is $834,057.00, reflecting a 45.78% gain to date.

Steward Covered Call Income Fund BRK.B ($480.60) Holding Chart

Steward Covered Call Income Fund 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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