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House · UT
| Ticker | Est. Basis | Allocation | Return Since Buy |
|---|---|---|---|
| BRK.B | $8.00K | 100.0% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| May 9, 2025 | BRK.B | Buy | $1,001 - $15,000 | — |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.