ProVise Management Group, LLC BRK.B Holdings History
ProVise Management Group, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 65,819.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $35.05 Mil. This investment constitutes 2.97% of their stock portfolio, and ProVise Management Group, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2018Q2. And since then ProVise Management Group, LLC has made 18 purchases of BRK.B, at an average price of $263.77, for a total of 72,783.00 shares. In addition, there have been 10 sales at an average price of $244.86 for 6,964.00 shares. Based on historical transaction data and BRK.B's current price of $470.13, ProVise Management Group, LLC's estimated gain on his BRK.B holdings is $13.45 Mil, reflecting a 70.06% gain to date.
ProVise Management Group, LLC BRK.B ($470.13) Holding Chart
ProVise Management Group, LLC BRK.B ($470.13) 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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