Strata Wealth Advisors, LLC BRK.B Holdings History
Strata Wealth Advisors, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Strata Wealth Advisors, LLC held 72,667.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $38.70 Mil. This investment constitutes 12.03% of their stock portfolio, and Strata Wealth Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q4. And since then Strata Wealth Advisors, LLC has made 3 purchases of BRK.B, at an average price of $303.10, for a total of 82,794.00 shares. In addition, there have been 5 sales at an average price of $455.14 for 10,127.00 shares. Based on historical transaction data and BRK.B's current price of $471.31, Strata Wealth Advisors, LLC's estimated gain on his BRK.B holdings is $13.76 Mil, reflecting a 54.85% gain to date.
Strata Wealth Advisors, LLC BRK.B ($471.31) Holding Chart
Strata Wealth Advisors, LLC BRK.B ($471.31) 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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