Number of Shares
10,180.00
Current Holdings Value*
$5.43 Mil
% of Portfolio
2.17%
Total Estimate Gain
$1.44 Mil
% of Total Estimate Gain
34.77%

Steward Values Enhanced Large Cap Fund's Berkshire Hathaway Inc Holding Summary

As of 2025-04-30, Steward Values Enhanced Large Cap Fund held 10,180.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.43 Mil. This investment constitutes 2.17% of their stock portfolio, and Steward Values Enhanced Large Cap Fund now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q2. And since then Steward Values Enhanced Large Cap Fund has made 5 purchases of BRK.B, at an average price of $340.24, for a total of 12,163.00 shares. In addition, there have been 7 sales at an average price of $353.94 for 1,983.00 shares. Based on historical transaction data and BRK.B's current price of $478.91, Steward Values Enhanced Large Cap Fund's estimated gain on his BRK.B holdings is $1.44 Mil, reflecting a 34.77% gain to date.

Steward Values Enhanced Large Cap Fund BRK.B ($478.91) Holding Chart

Steward Values Enhanced Large Cap Fund BRK.B ($478.91) 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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