WP Large Cap Income Plus Fund BRK.B Holdings History
Number of Shares
2,400.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
5.11%
Total Estimate Gain
$446,441.00
% of Total Estimate Gain
24.78%
WP Large Cap Income Plus Fund's Berkshire Hathaway Inc Holding Summary
As of 2025-02-28, WP Trust held 2,400.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $1.23 Mil. This investment constitutes 5.11% of their stock portfolio, and WP Trust now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q1. In addition, there have been 3 sales at an average price of $316.10 for 3,500.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, WP Large Cap Income Plus Fund's estimated gain on his BRK.B holdings is $446,441.00, reflecting a 24.78% gain to date.
WP Large Cap Income Plus Fund BRK.B ($475.86) Holding Chart
WP Large Cap Income Plus Fund BRK.B ($475.86) 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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