Waldron Private Wealth LLC BRK.B Holdings History
Waldron Private Wealth LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 37,310.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $19.87 Mil. This investment constitutes 0.94% of their stock portfolio, and Waldron Private Wealth LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2015Q1. And since then Waldron Private Wealth LLC has made 18 purchases of BRK.B, at an average price of $315.15, for a total of 109,940.00 shares. In addition, there have been 14 sales at an average price of $419.90 for 72,630.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Waldron Private Wealth LLC's estimated gain on his BRK.B holdings is $13.78 Mil, reflecting a 39.77% gain to date.
Waldron Private Wealth LLC BRK.B ($480.60) Holding Chart
Waldron Private Wealth LLC BRK.B ($480.60) 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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