WFA Of San Diego, LLC BRK.B Holdings History
WFA of San Diego, LLC's Berkshire Hathaway Inc Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 8,192.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.77 Mil. This investment constitutes 3.18% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 5 purchases of BRK.B, at an average price of $220.94, for a total of 59,947.00 shares. In addition, there have been 10 sales at an average price of $236.14 for 51,755.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, WFA of San Diego, LLC's estimated gain on his BRK.B holdings is $2.89 Mil, reflecting a 21.85% gain to date.
WFA of San Diego, LLC BRK.B ($478.13) Holding Chart
WFA of San Diego, 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 % | |||
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