Number of Shares
199,367.00
Current Holdings Value*
$35.59 Mil
% of Portfolio
11.09%
Total Estimate Gain
$76.70 Mil
% of Total Estimate Gain
193.16%

Lenox Wealth Management, Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2020-06-30, Lenox Wealth Management, Inc. held 199,367.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $35.59 Mil. This investment constitutes 11.09% of their stock portfolio, and Lenox Wealth Management, Inc. now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2014Q1. And since then Lenox Wealth Management, Inc. has made 3 purchases of BRK.B, at an average price of $119.90, for a total of 331,186.00 shares. In addition, there have been 14 sales at an average price of $165.62 for 131,819.00 shares. Based on historical transaction data and BRK.B's current price of $474.41, Lenox Wealth Management, Inc.'s estimated gain on his BRK.B holdings is $76.70 Mil, reflecting a 193.16% gain to date.

Lenox Wealth Management, Inc. BRK.B ($474.41) Holding Chart

Lenox Wealth Management, Inc. BRK.B ($474.41) 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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