Number of Shares
33,804.00
Current Holdings Value*
$18.00 Mil
% of Portfolio
4.68%
Total Estimate Gain
$9.40 Mil
% of Total Estimate Gain
109.16%

Inlet Private Wealth, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Inlet Private Wealth, LLC held 33,804.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $18.00 Mil. This investment constitutes 4.68% of their stock portfolio, and Inlet Private Wealth, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q4. And since then Inlet Private Wealth, LLC has made 13 purchases of BRK.B, at an average price of $219.64, for a total of 39,220.00 shares. In addition, there have been 9 sales at an average price of $369.56 for 5,416.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Inlet Private Wealth, LLC's estimated gain on his BRK.B holdings is $9.40 Mil, reflecting a 109.16% gain to date.

Inlet Private Wealth, LLC BRK.B ($473.80) Holding Chart

Inlet Private Wealth, 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 %

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