Number of Shares
212.00
Current Holdings Value*
$169.27 Mil
% of Portfolio
0.28%
Total Estimate Gain
$1.66 Bil
% of Total Estimate Gain
8.86%

Corient Private Wealth LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Corient Private Wealth LLC held 212.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $169.27 Mil. This investment constitutes 0.28% of their stock portfolio, and Corient Private Wealth LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 2 purchases of BRK.A, at an average price of $546,335.63, for a total of 34,325.00 shares. In addition, there have been 7 sales at an average price of $593,964.29 for 34,113.00 shares. Based on historical transaction data and BRK.A's current price of $723120.00, Corient Private Wealth LLC's estimated gain on his BRK.A holdings is $1.66 Bil, reflecting a 8.86% gain to date.

Corient Private Wealth LLC BRK.A ($723120.00) Holding Chart

Corient Private Wealth LLC BRK.A ($723120.00) 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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