Number of Shares
180,791.00
Current Holdings Value*
$96.29 Mil
% of Portfolio
50.23%
Total Estimate Gain
$17.37 Mil
% of Total Estimate Gain
17.36%

Intelligent Financial Strategies's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Intelligent Financial Strategies held 180,791.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $96.29 Mil. This investment constitutes 50.23% of their stock portfolio, and Intelligent Financial Strategies now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Intelligent Financial Strategies has made 5 purchases of BRK.B, at an average price of $357.72, for a total of 279,570.00 shares. In addition, there have been 4 sales at an average price of $300.46 for 98,779.00 shares. Based on historical transaction data and BRK.B's current price of $485.05, Intelligent Financial Strategies's estimated gain on his BRK.B holdings is $17.37 Mil, reflecting a 17.36% gain to date.

Intelligent Financial Strategies BRK.B ($485.05) Holding Chart

Intelligent Financial Strategies BRK.B ($485.05) 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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