Number of Shares
5,720.00
Current Holdings Value*
$3.05 Mil
% of Portfolio
3.25%
Total Estimate Gain
$888,315.87
% of Total Estimate Gain
37.83%

Alan B Lancz & Associates, Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Alan B Lancz & Associates, Inc. held 5,720.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.05 Mil. This investment constitutes 3.25% of their stock portfolio, and Alan B Lancz & Associates, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q1. And since then Alan B Lancz & Associates, Inc. has made 1 purchases of BRK.B, at an average price of $324.76, for a total of 7,230.00 shares. In addition, there have been 5 sales at an average price of $322.71 for 1,510.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Alan B Lancz & Associates, Inc.'s estimated gain on his BRK.B holdings is $888,315.87, reflecting a 37.83% gain to date.

Alan B Lancz & Associates, Inc. BRK.B ($480.60) Holding Chart

Alan B Lancz & Associates, 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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