Number of Shares
9.00
Current Holdings Value*
$7.19 Mil
% of Portfolio
0.74%
Total Estimate Gain
$2.05 Mil
% of Total Estimate Gain
30.09%

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

As of 2025-03-31, INSIGNEO ADVISORY SERVICES, LLC held 9.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $7.19 Mil. This investment constitutes 0.74% of their stock portfolio, and INSIGNEO ADVISORY SERVICES, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2022Q4. And since then INSIGNEO ADVISORY SERVICES, LLC has made 3 purchases of BRK.A, at an average price of $524,182.77, for a total of 13.00 shares. In addition, there have been 1 sales at an average price of $616,494.00 for 4.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, INSIGNEO ADVISORY SERVICES, LLC's estimated gain on his BRK.A holdings is $2.05 Mil, reflecting a 30.09% gain to date.

INSIGNEO ADVISORY SERVICES, LLC BRK.A ($710978.50) Holding Chart

INSIGNEO ADVISORY SERVICES, LLC 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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