WealthPlan Investment Management, LLC BRK.B Holdings History
WealthPlan Investment Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 53,531.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $28.51 Mil. This investment constitutes 2.81% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 8 purchases of BRK.B, at an average price of $337.59, for a total of 172,675.00 shares. In addition, there have been 3 sales at an average price of $313.08 for 119,144.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, WealthPlan Investment Management, LLC's estimated gain on his BRK.B holdings is $4.37 Mil, reflecting a 7.50% gain to date.
WealthPlan Investment Management, LLC BRK.B ($473.80) Holding Chart
WealthPlan Investment Management, 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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