Number of Shares
59,548.00
Current Holdings Value*
$31.71 Mil
% of Portfolio
3.63%
Total Estimate Gain
$23.04 Mil
% of Total Estimate Gain
206.83%

CARRET ASSET MANAGEMENT, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, CARRET ASSET MANAGEMENT, LLC held 59,548.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $31.71 Mil. This investment constitutes 3.63% of their stock portfolio, and CARRET ASSET MANAGEMENT, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2014Q1. And since then CARRET ASSET MANAGEMENT, LLC has made 9 purchases of BRK.B, at an average price of $130.47, for a total of 85,381.00 shares. In addition, there have been 27 sales at an average price of $206.92 for 25,833.00 shares. Based on historical transaction data and BRK.B's current price of $484.20, CARRET ASSET MANAGEMENT, LLC's estimated gain on his BRK.B holdings is $23.04 Mil, reflecting a 206.83% gain to date.

CARRET ASSET MANAGEMENT, LLC BRK.B ($484.20) Holding Chart

CARRET ASSET MANAGEMENT, LLC BRK.B ($484.20) 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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