Number of Shares
63,054.00
Current Holdings Value*
$33.58 Mil
% of Portfolio
3.47%
Total Estimate Gain
$8.71 Mil
% of Total Estimate Gain
27.96%

INSIGNEO ADVISORY SERVICES, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, INSIGNEO ADVISORY SERVICES, LLC held 63,054.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $33.58 Mil. This investment constitutes 3.47% of their stock portfolio, and INSIGNEO ADVISORY SERVICES, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2022Q4. And since then INSIGNEO ADVISORY SERVICES, LLC has made 7 purchases of BRK.B, at an average price of $343.66, for a total of 90,662.00 shares. In addition, there have been 2 sales at an average price of $361.95 for 27,608.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, INSIGNEO ADVISORY SERVICES, LLC's estimated gain on his BRK.B holdings is $8.71 Mil, reflecting a 27.96% gain to date.

INSIGNEO ADVISORY SERVICES, LLC BRK.B ($473.80) Holding Chart

INSIGNEO ADVISORY SERVICES, LLC BRK.B ($473.80) 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 %

Top Ranked Articles

  • 1