Number of Shares
10.00
Current Holdings Value*
$7.98 Mil
% of Portfolio
0.83%
Total Estimate Gain
$-62,110.00
% of Total Estimate Gain
-0.85%

Wescott Financial Advisory Group, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Wescott Financial Advisory Group, LLC held 10.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $7.98 Mil. This investment constitutes 0.83% of their stock portfolio, and Wescott Financial Advisory Group, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2025Q1. And since then Wescott Financial Advisory Group, LLC has made 1 purchases of BRK.A, at an average price of $729,331.00, for a total of 10.00 shares. Based on historical transaction data and BRK.A's current price of $723120.00, Wescott Financial Advisory Group, LLC's estimated gain on his BRK.A holdings is $-62,110.00, reflecting a -0.85% gain to date.

Wescott Financial Advisory Group, LLC BRK.A ($723120.00) Holding Chart

Wescott Financial Advisory Group, LLC BRK.A ($723120.00) 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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