Number of Shares
12.00
Current Holdings Value*
$9.58 Mil
% of Portfolio
2.98%
Total Estimate Gain
$3.89 Mil
% of Total Estimate Gain
57.78%

Strata Wealth Advisors, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Strata Wealth Advisors, LLC held 12.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $9.58 Mil. This investment constitutes 2.98% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2022Q4. In addition, there have been 3 sales at an average price of $626,559.00 for 3.00 shares. Based on historical transaction data and BRK.A's current price of $728429.29, Strata Wealth Advisors, LLC's estimated gain on his BRK.A holdings is $3.89 Mil, reflecting a 57.78% gain to date.

Strata Wealth Advisors, LLC BRK.A ($728429.29) Holding Chart

Strata Wealth Advisors, LLC BRK.A ($728429.29) 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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