Number of Shares
63,582.00
Current Holdings Value*
$19.64 Mil
% of Portfolio
5.83%
Total Estimate Gain
$16.54 Mil
% of Total Estimate Gain
111.36%

Lehman & Derafelo Financial Resources LLC's Berkshire Hathaway Inc Holding Summary

As of 2022-12-31, Lehman & Derafelo Financial Resources LLC held 63,582.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $19.64 Mil. This investment constitutes 5.83% of their stock portfolio, and Lehman & Derafelo Financial Resources LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2018Q4. And since then Lehman & Derafelo Financial Resources LLC has made 12 purchases of BRK.B, at an average price of $215.27, for a total of 69,006.00 shares. In addition, there have been 3 sales at an average price of $263.68 for 5,424.00 shares. Based on historical transaction data and BRK.B's current price of $471.31, Lehman & Derafelo Financial Resources LLC's estimated gain on his BRK.B holdings is $16.54 Mil, reflecting a 111.36% gain to date.

Lehman & Derafelo Financial Resources LLC BRK.B ($471.31) Holding Chart

Lehman & Derafelo Financial Resources LLC BRK.B ($471.31) 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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