Lee Financial Co BRK.B Holdings History

Number of Shares
85,510.00
Current Holdings Value*
$45.54 Mil
% of Portfolio
6.96%
Total Estimate Gain
$24.49 Mil
% of Total Estimate Gain
112.97%

Lee Financial Co's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Lee Financial Co held 85,510.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $45.54 Mil. This investment constitutes 6.96% of their stock portfolio, and Lee Financial Co now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q2. And since then Lee Financial Co has made 16 purchases of BRK.B, at an average price of $214.71, for a total of 100,955.00 shares. In addition, there have been 12 sales at an average price of $354.23 for 15,445.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, Lee Financial Co's estimated gain on his BRK.B holdings is $24.49 Mil, reflecting a 112.97% gain to date.

Lee Financial Co BRK.B ($475.86) Holding Chart

Lee Financial Co BRK.B ($475.86) 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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