Number of Shares
5.00
Current Holdings Value*
$3.64 Mil
% of Portfolio
0.15%
Total Estimate Gain
$-64,100.00
% of Total Estimate Gain
-1.74%

Joel Isaacson & Co., LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, Joel Isaacson & Co., LLC held 5.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $3.64 Mil. This investment constitutes 0.15% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2025Q1. And since then Joel Isaacson & Co., LLC has made 2 purchases of BRK.A, at an average price of $735,940.00, for a total of 5.00 shares. Based on historical transaction data and BRK.A's current price of $723120.00, Joel Isaacson & Co., LLC's estimated gain on his BRK.A holdings is $-64,100.00, reflecting a -1.74% gain to date.

Joel Isaacson & Co., LLC BRK.A ($723120.00) Holding Chart

Joel Isaacson & Co., LLC BRK.A ($723120.00) 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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