SwitchPoint Financial Planning, LLC BRK.B Holdings History
SwitchPoint Financial Planning, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, SwitchPoint Financial Planning, LLC held 955.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $508,610.00. This investment constitutes 0.48% of their stock portfolio, and SwitchPoint Financial Planning, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $486.15 for 985.00 shares. Based on historical transaction data and BRK.B's current price of $478.03, SwitchPoint Financial Planning, LLC's estimated gain on his BRK.B holdings is $39,484.40, reflecting a 4.41% gain to date.
SwitchPoint Financial Planning, LLC BRK.B ($478.03) Holding Chart
SwitchPoint Financial Planning, LLC BRK.B ($478.03) 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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