Number of Shares
383,724.00
Current Holdings Value*
$225.49 Mil
% of Portfolio
0.74%
Total Estimate Gain
$22.35 Mil
% of Total Estimate Gain
11.87%

Bank Julius Baer & Co. Ltd, Zurich's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Bank Julius Baer & Co. Ltd, Zurich held 383,724.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $225.49 Mil. This investment constitutes 0.74% of their stock portfolio, and Bank Julius Baer & Co. Ltd, Zurich now holds 0.02% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q1. And since then Bank Julius Baer & Co. Ltd, Zurich has made 6 purchases of BRK.B, at an average price of $386.40, for a total of 487,122.00 shares. In addition, there have been 14 sales at an average price of $278.18 for 103,398.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Bank Julius Baer & Co. Ltd, Zurich's estimated gain on his BRK.B holdings is $22.35 Mil, reflecting a 11.87% gain to date.

Bank Julius Baer & Co. Ltd, Zurich BRK.B ($473.80) Holding Chart

Bank Julius Baer & Co. Ltd, Zurich 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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