Number of Shares
258,939.00
Current Holdings Value*
$137.91 Mil
% of Portfolio
2.62%
Total Estimate Gain
$75.85 Mil
% of Total Estimate Gain
131.71%

Crestwood Advisors Group, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Crestwood Advisors Group, LLC held 258,939.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $137.91 Mil. This investment constitutes 2.62% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2014Q1. And since then Crestwood Advisors Group, LLC has made 25 purchases of BRK.B, at an average price of $194.34, for a total of 296,334.00 shares. In addition, there have been 10 sales at an average price of $226.58 for 37,395.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Crestwood Advisors Group, LLC's estimated gain on his BRK.B holdings is $75.85 Mil, reflecting a 131.71% gain to date.

Crestwood Advisors Group, LLC BRK.B ($482.63) Holding Chart

Crestwood Advisors Group, LLC 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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