Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$5.64 Mil
% of Total Estimate Gain
14.26%

WCG Wealth Advisors LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, WCG Wealth Advisors LLC held - shares of Berkshire Hathaway Inc(BRK.B), totaling N/A. This investment constitutes 0% of their stock portfolio, and WCG Wealth Advisors LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q2. And since then WCG Wealth Advisors LLC has made 5 purchases of BRK.B, at an average price of $335.47, for a total of 117,987.00 shares. In addition, there have been 6 sales at an average price of $383.32 for 117,987.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, WCG Wealth Advisors LLC's estimated gain on his BRK.B holdings is $5.64 Mil, reflecting a 14.26% gain to date.

WCG Wealth Advisors LLC BRK.B ($478.13) Holding Chart

WCG Wealth Advisors LLC BRK.B ($478.13) 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