Number of Shares
68,091.00
Current Holdings Value*
$36.26 Mil
% of Portfolio
2.6%
Total Estimate Gain
$5.68 Mil
% of Total Estimate Gain
18.80%

TRANSCEND CAPITAL ADVISORS, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, TRANSCEND CAPITAL ADVISORS, LLC held 68,091.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $36.26 Mil. This investment constitutes 2.6% of their stock portfolio, and TRANSCEND CAPITAL ADVISORS, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q4. And since then TRANSCEND CAPITAL ADVISORS, LLC has made 11 purchases of BRK.B, at an average price of $378.25, for a total of 79,891.00 shares. In addition, there have been 10 sales at an average price of $257.71 for 11,800.00 shares. Based on historical transaction data and BRK.B's current price of $482.56, TRANSCEND CAPITAL ADVISORS, LLC's estimated gain on his BRK.B holdings is $5.68 Mil, reflecting a 18.80% gain to date.

TRANSCEND CAPITAL ADVISORS, LLC BRK.B ($482.56) Holding Chart

TRANSCEND CAPITAL ADVISORS, LLC BRK.B ($482.56) 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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