Number of Shares
936.00
Current Holdings Value*
$327,880.00
% of Portfolio
0.22%
Total Estimate Gain
$148,271.76
% of Total Estimate Gain
24.69%

Wealth Management Solutions, LLC's Berkshire Hathaway Inc Holding Summary

As of 2023-09-30, Wealth Management Solutions, LLC held 936.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $327,880.00. This investment constitutes 0.22% of their stock portfolio, and Wealth Management Solutions, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Wealth Management Solutions, LLC has made 1 purchases of BRK.B, at an average price of $320.74, for a total of 1,872.00 shares. In addition, there have been 1 sales at an average price of $326.09 for 936.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Wealth Management Solutions, LLC's estimated gain on his BRK.B holdings is $148,271.76, reflecting a 24.69% gain to date.

Wealth Management Solutions, LLC BRK.B ($473.80) Holding Chart

Wealth Management Solutions, LLC 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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