Twelve Points Wealth Management LLC BRK.A Holdings History
Number of Shares
5.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
1.08%
Total Estimate Gain
$-82,445.00
% of Total Estimate Gain
-2.26%
Twelve Points Wealth Management LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Twelve Points Wealth Management LLC held 5.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $3.99 Mil. This investment constitutes 1.08% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2025Q1. And since then Twelve Points Wealth Management LLC has made 1 purchases of BRK.A, at an average price of $729,331.00, for a total of 5.00 shares. Based on historical transaction data and BRK.A's current price of $712842.00, Twelve Points Wealth Management LLC's estimated gain on his BRK.A holdings is $-82,445.00, reflecting a -2.26% gain to date.
Twelve Points Wealth Management LLC BRK.A ($712842.00) Holding Chart
Twelve Points Wealth Management LLC BRK.A ($712842.00) 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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