Number of Shares
25,700.00
Current Holdings Value*
$13.69 Mil
% of Portfolio
7.03%
Total Estimate Gain
$2.28 Mil
% of Total Estimate Gain
20.34%

CASTLEKEEP INVESTMENT ADVISORS LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, CASTLEKEEP INVESTMENT ADVISORS LLC held 25,700.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $13.69 Mil. This investment constitutes 7.03% of their stock portfolio, and CASTLEKEEP INVESTMENT ADVISORS LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. And since then CASTLEKEEP INVESTMENT ADVISORS LLC has made 4 purchases of BRK.B, at an average price of $390.74, for a total of 28,719.00 shares. In addition, there have been 1 sales at an average price of $408.62 for 3,019.00 shares. Based on historical transaction data and BRK.B's current price of $477.47, CASTLEKEEP INVESTMENT ADVISORS LLC's estimated gain on his BRK.B holdings is $2.28 Mil, reflecting a 20.34% gain to date.

CASTLEKEEP INVESTMENT ADVISORS LLC BRK.B ($477.47) Holding Chart

CASTLEKEEP INVESTMENT ADVISORS LLC BRK.B ($477.47) 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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