Number of Shares
15.00
Current Holdings Value*
$10.93 Mil
% of Portfolio
4.6%
Total Estimate Gain
$112.70 Mil
% of Total Estimate Gain
5.93%

CPA Asset Management LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, CPA Asset Management LLC held 15.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $10.93 Mil. This investment constitutes 4.6% of their stock portfolio, and CPA Asset Management LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2022Q4. And since then CPA Asset Management LLC has made 2 purchases of BRK.A, at an average price of $596,599.62, for a total of 3,184.00 shares. In addition, there have been 2 sales at an average price of $631,622.34 for 3,169.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, CPA Asset Management LLC's estimated gain on his BRK.A holdings is $112.70 Mil, reflecting a 5.93% gain to date.

CPA Asset Management LLC BRK.A ($710978.50) Holding Chart

CPA Asset Management LLC BRK.A ($710978.50) 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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