Lummis Asset Management, LP BRK.A Holdings History
Lummis Asset Management, LP's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Lummis Asset Management, LP held 16,360.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $8.72 Mil. This investment constitutes 6.07% of their stock portfolio, and Lummis Asset Management, LP now holds 1.14% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2023Q4. And since then Lummis Asset Management, LP has made 1 purchases of BRK.A, at an average price of $636,257.98, for a total of 31,229.00 shares. In addition, there have been 1 sales at an average price of $593,888.00 for 14,869.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, Lummis Asset Management, LP's estimated gain on his BRK.A holdings is $592.43 Mil, reflecting a 2.98% gain to date.
Lummis Asset Management, LP BRK.A ($710978.50) Holding Chart
Lummis Asset Management, LP BRK.A ($710978.50) 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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