Number of Shares
1.00
Current Holdings Value*
$797,750.00
% of Portfolio
0.3%
Total Estimate Gain
$86,417.00
% of Total Estimate Gain
8.61%

LOUNTZIS ASSET MANAGEMENT, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, LOUNTZIS ASSET MANAGEMENT, LLC held 1.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $797,750.00. This investment constitutes 0.3% of their stock portfolio, and LOUNTZIS ASSET MANAGEMENT, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2020Q2. And since then LOUNTZIS ASSET MANAGEMENT, LLC has made 1 purchases of BRK.A, at an average price of $501,667.00, for a total of 2.00 shares. In addition, there have been 1 sales at an average price of $366,631.00 for 1.00 shares. Based on historical transaction data and BRK.A's current price of $723120.00, LOUNTZIS ASSET MANAGEMENT, LLC's estimated gain on his BRK.A holdings is $86,417.00, reflecting a 8.61% gain to date.

LOUNTZIS ASSET MANAGEMENT, LLC BRK.A ($723120.00) Holding Chart

LOUNTZIS ASSET MANAGEMENT, 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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