Steward Values Enhanced Large Cap Fund BRK.B Holdings History
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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