Number of Shares
3,956.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
3.45%
Total Estimate Gain
$879,588.99
% of Total Estimate Gain
55.72%

VELA LARGE CAP PLUS FUND's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, VELA LARGE CAP PLUS FUND held 3,956.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $2.11 Mil. This investment constitutes 3.45% of their stock portfolio, and VELA LARGE CAP PLUS FUND now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then VELA LARGE CAP PLUS FUND has made 2 purchases of BRK.B, at an average price of $295.15, for a total of 5,348.00 shares. In addition, there have been 3 sales at an average price of $419.32 for 1,392.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, VELA LARGE CAP PLUS FUND's estimated gain on his BRK.B holdings is $879,588.99, reflecting a 55.72% gain to date.

VELA LARGE CAP PLUS FUND BRK.B ($473.80) Holding Chart

VELA LARGE CAP PLUS FUND 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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