Number of Shares
236,055.00
Current Holdings Value*
$125.72 Mil
% of Portfolio
6.71%
Total Estimate Gain
$77.09 Mil
% of Total Estimate Gain
123.26%

Obermeyer Wealth Partners's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Obermeyer Wealth Partners held 236,055.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $125.72 Mil. This investment constitutes 6.71% of their stock portfolio, and Obermeyer Wealth Partners now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2013Q4. And since then Obermeyer Wealth Partners has made 20 purchases of BRK.B, at an average price of $193.15, for a total of 323,813.00 shares. In addition, there have been 18 sales at an average price of $294.94 for 87,758.00 shares. Based on historical transaction data and BRK.B's current price of $481.89, Obermeyer Wealth Partners's estimated gain on his BRK.B holdings is $77.09 Mil, reflecting a 123.26% gain to date.

Obermeyer Wealth Partners BRK.B ($481.89) Holding Chart

Obermeyer Wealth Partners BRK.B ($481.89) 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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