Number of Shares
83,987.00
Current Holdings Value*
$44.73 Mil
% of Portfolio
3.7%
Total Estimate Gain
$26.49 Mil
% of Total Estimate Gain
115.23%

Private Wealth Partners, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Private Wealth Partners, LLC held 83,987.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $44.73 Mil. This investment constitutes 3.7% of their stock portfolio, and Private Wealth Partners, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2013Q4. And since then Private Wealth Partners, LLC has made 25 purchases of BRK.B, at an average price of $175.66, for a total of 130,857.00 shares. In addition, there have been 12 sales at an average price of $189.36 for 46,870.00 shares. Based on historical transaction data and BRK.B's current price of $483.39, Private Wealth Partners, LLC's estimated gain on his BRK.B holdings is $26.49 Mil, reflecting a 115.23% gain to date.

Private Wealth Partners, LLC BRK.B ($483.39) Holding Chart

Private Wealth Partners, LLC BRK.B ($483.39) 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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