Steward Large Cap Value Fund BRK.B Holdings History
Steward Large Cap Value Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-04-30, Steward Large Cap Value Fund held 4,700.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.51 Mil. This investment constitutes 3.05% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q2. And since then Steward Large Cap Value Fund has made 8 purchases of BRK.B, at an average price of $367.57, for a total of 6,400.00 shares. In addition, there have been 2 sales at an average price of $411.04 for 1,700.00 shares. Based on historical transaction data and BRK.B's current price of $470.49, Steward Large Cap Value Fund's estimated gain on his BRK.B holdings is $557,628.00, reflecting a 23.70% gain to date.
Steward Large Cap Value Fund BRK.B ($470.49) Holding Chart
Steward Large Cap Value Fund BRK.B ($470.49) 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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