Number of Shares
319,529.00
Current Holdings Value*
$170.17 Mil
% of Portfolio
1.91%
Total Estimate Gain
$56.33 Mil
% of Total Estimate Gain
30.53%

Beacon Pointe Advisors, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Beacon Pointe Advisors, LLC held 319,529.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $170.17 Mil. This investment constitutes 1.91% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q4. And since then Beacon Pointe Advisors, LLC has made 14 purchases of BRK.B, at an average price of $299.09, for a total of 616,887.00 shares. In addition, there have been 11 sales at an average price of $296.14 for 297,358.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, Beacon Pointe Advisors, LLC's estimated gain on his BRK.B holdings is $56.33 Mil, reflecting a 30.53% gain to date.

Beacon Pointe Advisors, LLC BRK.B ($478.13) Holding Chart

Beacon Pointe Advisors, LLC BRK.B ($478.13) 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 %

Top Ranked Articles

  • 1