Number of Shares
29,967.00
Current Holdings Value*
$14.56 Mil
% of Portfolio
9.38%
Total Estimate Gain
$6.09 Mil
% of Total Estimate Gain
65.65%

Lakeside Advisors, INC.'s Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, Lakeside Advisors, INC. held 29,967.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $14.56 Mil. This investment constitutes 9.38% of their stock portfolio, and Lakeside Advisors, INC. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Lakeside Advisors, INC. has made 6 purchases of BRK.B, at an average price of $289.39, for a total of 32,045.00 shares. In addition, there have been 7 sales at an average price of $438.19 for 2,078.00 shares. Based on historical transaction data and BRK.B's current price of $482.22, Lakeside Advisors, INC.'s estimated gain on his BRK.B holdings is $6.09 Mil, reflecting a 65.65% gain to date.

Lakeside Advisors, INC. BRK.B ($482.22) Holding Chart

Lakeside Advisors, INC. BRK.B ($482.22) 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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