Number of Shares
23,286.00
Current Holdings Value*
$12.40 Mil
% of Portfolio
3.61%
Total Estimate Gain
$5.80 Mil
% of Total Estimate Gain
100.20%

Lorne Steinberg Wealth Management Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Lorne Steinberg Wealth Management Inc. held 23,286.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $12.40 Mil. This investment constitutes 3.61% of their stock portfolio, and Lorne Steinberg Wealth Management Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q4. And since then Lorne Steinberg Wealth Management Inc. has made 10 purchases of BRK.B, at an average price of $232.49, for a total of 24,899.00 shares. In addition, there have been 7 sales at an average price of $344.71 for 1,613.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Lorne Steinberg Wealth Management Inc.'s estimated gain on his BRK.B holdings is $5.80 Mil, reflecting a 100.20% gain to date.

Lorne Steinberg Wealth Management Inc. BRK.B ($473.80) Holding Chart

Lorne Steinberg Wealth Management Inc. BRK.B ($473.80) 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 %

Top Ranked Articles

  • 1