Number of Shares
18,177.00
Current Holdings Value*
$9.68 Mil
% of Portfolio
1.74%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
26.63%

Tyler-Stone Wealth Management's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Tyler-Stone Wealth Management held 18,177.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $9.68 Mil. This investment constitutes 1.74% of their stock portfolio, and Tyler-Stone Wealth Management now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Tyler-Stone Wealth Management has made 5 purchases of BRK.B, at an average price of $358.11, for a total of 22,044.00 shares. In addition, there have been 7 sales at an average price of $357.88 for 3,867.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Tyler-Stone Wealth Management's estimated gain on his BRK.B holdings is $2.10 Mil, reflecting a 26.63% gain to date.

Tyler-Stone Wealth Management BRK.B ($473.80) Holding Chart

Tyler-Stone Wealth Management 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 %

Top Ranked Articles

  • 1