Number of Shares
16,287.00
Current Holdings Value*
$8.67 Mil
% of Portfolio
3.52%
Total Estimate Gain
$4.13 Mil
% of Total Estimate Gain
46.73%

Costello Asset Management, INC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Costello Asset Management, INC held 16,287.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $8.67 Mil. This investment constitutes 3.52% of their stock portfolio, and Costello Asset Management, INC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q4. And since then Costello Asset Management, INC has made 10 purchases of BRK.B, at an average price of $266.25, for a total of 33,170.00 shares. In addition, there have been 10 sales at an average price of $301.94 for 16,883.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Costello Asset Management, INC's estimated gain on his BRK.B holdings is $4.13 Mil, reflecting a 46.73% gain to date.

Costello Asset Management, INC BRK.B ($482.63) Holding Chart

Costello Asset Management, INC BRK.B ($482.63) 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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