Number of Shares
1,772.00
Current Holdings Value*
$860,800.00
% of Portfolio
0.73%
Total Estimate Gain
$263,470.31
% of Total Estimate Gain
33.41%

Clear Point Advisors Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, Clear Point Advisors Inc. held 1,772.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $860,800.00. This investment constitutes 0.73% of their stock portfolio, and Clear Point Advisors Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 2 purchases of BRK.B, at an average price of $363.63, for a total of 2,169.00 shares. In addition, there have been 3 sales at an average price of $505.17 for 397.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, Clear Point Advisors Inc.'s estimated gain on his BRK.B holdings is $263,470.31, reflecting a 33.41% gain to date.

Clear Point Advisors Inc. BRK.B ($480.60) Holding Chart

Clear Point Advisors Inc. BRK.B ($480.60) 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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