Number of Shares
10,021.00
Current Holdings Value*
$4.87 Mil
% of Portfolio
3.33%
Total Estimate Gain
$1.66 Mil
% of Total Estimate Gain
48.07%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 10,021.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.87 Mil. This investment constitutes 3.33% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q4. And since then TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC has made 7 purchases of BRK.B, at an average price of $308.16, for a total of 11,193.00 shares. In addition, there have been 4 sales at an average price of $306.49 for 1,172.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his BRK.B holdings is $1.66 Mil, reflecting a 48.07% gain to date.

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC BRK.B ($473.80) Holding Chart

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC BRK.B ($473.80) 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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