Number of Shares
42,736.00
Current Holdings Value*
$13.20 Mil
% of Portfolio
5.96%
Total Estimate Gain
$10.99 Mil
% of Total Estimate Gain
104.39%

Newman & Schimel, LLC's Berkshire Hathaway Inc Holding Summary

As of 2022-12-31, Newman & Schimel, LLC held 42,736.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $13.20 Mil. This investment constitutes 5.96% of their stock portfolio, and Newman & Schimel, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q4. And since then Newman & Schimel, LLC has made 4 purchases of BRK.B, at an average price of $232.42, for a total of 45,289.00 shares. In addition, there have been 3 sales at an average price of $308.43 for 2,553.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, Newman & Schimel, LLC's estimated gain on his BRK.B holdings is $10.99 Mil, reflecting a 104.39% gain to date.

Newman & Schimel, LLC BRK.B ($485.00) Holding Chart

Newman & Schimel, LLC BRK.B ($485.00) 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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