Number of Shares
12.00
Current Holdings Value*
$9.58 Mil
% of Portfolio
10%
Total Estimate Gain
$9.05 Mil
% of Total Estimate Gain
71.32%

Davis Equity Portfolio's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Davis Equity Portfolio held 12.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $9.58 Mil. This investment constitutes 10% of their stock portfolio, and Davis Equity Portfolio now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2019Q3. In addition, there have been 11 sales at an average price of $455,326.62 for 29.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, Davis Equity Portfolio's estimated gain on his BRK.A holdings is $9.05 Mil, reflecting a 71.32% gain to date.

Davis Equity Portfolio BRK.A ($710978.50) Holding Chart

Davis Equity Portfolio 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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