TAX-MANAGED GROWTH PORTFOLIO BRK.B Holdings History
TAX-MANAGED GROWTH PORTFOLIO's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 224,230.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $119.42 Mil. This investment constitutes 2.11% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 9 purchases of BRK.B, at an average price of $209.06, for a total of 1.98 Mil shares. In addition, there have been 7 sales at an average price of $307.57 for 1.76 Mil shares. Based on historical transaction data and BRK.B's current price of $485.00, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his BRK.B holdings is $235.21 Mil, reflecting a 56.71% gain to date.
TAX-MANAGED GROWTH PORTFOLIO BRK.B ($485.00) Holding Chart
TAX-MANAGED GROWTH PORTFOLIO BRK.B ($485.00) 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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