SAGE ADVISORS, LLC BRK.B Holdings History

Number of Shares
9,321.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
3.49%
Total Estimate Gain
$1.04 Mil
% of Total Estimate Gain
29.88%

SAGE ADVISORS, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, SAGE ADVISORS, LLC held 9,321.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.96 Mil. This investment constitutes 3.49% of their stock portfolio, and SAGE ADVISORS, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2023Q4. And since then SAGE ADVISORS, LLC has made 5 purchases of BRK.B, at an average price of $371.94, for a total of 9,321.00 shares. Based on historical transaction data and BRK.B's current price of $483.06, SAGE ADVISORS, LLC's estimated gain on his BRK.B holdings is $1.04 Mil, reflecting a 29.88% gain to date.

SAGE ADVISORS, LLC BRK.B ($483.06) Holding Chart

SAGE ADVISORS, LLC BRK.B ($483.06) 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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