Western Pacific Wealth Management, LP BRK.B Holdings History
Western Pacific Wealth Management, LP's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Western Pacific Wealth Management, LP held 9,574.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.65 Mil. This investment constitutes 4.46% of their stock portfolio, and Western Pacific Wealth Management, LP now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q4. And since then Western Pacific Wealth Management, LP has made 9 purchases of BRK.B, at an average price of $318.43, for a total of 9,694.00 shares. In addition, there have been 2 sales at an average price of $353.48 for 120.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Western Pacific Wealth Management, LP's estimated gain on his BRK.B holdings is $1.49 Mil, reflecting a 48.33% gain to date.
Western Pacific Wealth Management, LP BRK.B ($473.80) Holding Chart
Western Pacific Wealth Management, LP 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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