Number of Shares
61,230.00
Current Holdings Value*
$31.58 Mil
% of Portfolio
3.13%
Total Estimate Gain
$10.07 Mil
% of Total Estimate Gain
46.43%

NICOLET ADVISORY SERVICES, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 61,230.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $31.58 Mil. This investment constitutes 3.13% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2019Q1. And since then NICOLET ADVISORY SERVICES, LLC has made 15 purchases of BRK.B, at an average price of $303.63, for a total of 71,431.00 shares. In addition, there have been 9 sales at an average price of $243.24 for 10,201.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, NICOLET ADVISORY SERVICES, LLC's estimated gain on his BRK.B holdings is $10.07 Mil, reflecting a 46.43% gain to date.

NICOLET ADVISORY SERVICES, LLC BRK.B ($478.13) Holding Chart

NICOLET ADVISORY SERVICES, LLC BRK.B ($478.13) 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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