Number of Shares
51,663.00
Current Holdings Value*
$27.28 Mil
% of Portfolio
6.1%
Total Estimate Gain
$12.68 Mil
% of Total Estimate Gain
88.26%

SATOVSKY ASSET MANAGEMENT LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 51,663.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $27.28 Mil. This investment constitutes 6.1% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 8 purchases of BRK.B, at an average price of $249.45, for a total of 57,588.00 shares. In addition, there have been 8 sales at an average price of $373.97 for 5,925.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his BRK.B holdings is $12.68 Mil, reflecting a 88.26% gain to date.

SATOVSKY ASSET MANAGEMENT LLC BRK.B ($480.60) Holding Chart

SATOVSKY ASSET MANAGEMENT LLC BRK.B ($480.60) 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 %

Top Ranked Articles

  • 1