Number of Shares
29,844.00
Current Holdings Value*
$15.89 Mil
% of Portfolio
8.55%
Total Estimate Gain
$2.65 Mil
% of Total Estimate Gain
21.79%

FOGEL CAPITAL MANAGEMENT, INC.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, FOGEL CAPITAL MANAGEMENT, INC. held 29,844.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $15.89 Mil. This investment constitutes 8.55% of their stock portfolio, and FOGEL CAPITAL MANAGEMENT, INC. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2024Q1. And since then FOGEL CAPITAL MANAGEMENT, INC. has made 2 purchases of BRK.B, at an average price of $393.34, for a total of 30,904.00 shares. In addition, there have been 3 sales at an average price of $435.65 for 1,060.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, FOGEL CAPITAL MANAGEMENT, INC.'s estimated gain on his BRK.B holdings is $2.65 Mil, reflecting a 21.79% gain to date.

FOGEL CAPITAL MANAGEMENT, INC. BRK.B ($480.60) Holding Chart

FOGEL CAPITAL MANAGEMENT, INC. BRK.B ($480.60) 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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