Lewis Asset Management, LLC BRK.B Holdings History
Lewis Asset Management, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Lewis Asset Management, LLC held 8,118.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $3.94 Mil. This investment constitutes 1.85% of their stock portfolio, and Lewis Asset Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. And since then Lewis Asset Management, LLC has made 5 purchases of BRK.B, at an average price of $370.07, for a total of 9,150.00 shares. In addition, there have been 1 sales at an average price of $461.80 for 1,032.00 shares. Based on historical transaction data and BRK.B's current price of $476.12, Lewis Asset Management, LLC's estimated gain on his BRK.B holdings is $955,565.95, reflecting a 28.22% gain to date.
Lewis Asset Management, LLC BRK.B ($476.12) Holding Chart
Lewis Asset Management, LLC BRK.B ($476.12) 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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