SWEENEY & MICHEL, LLC BRK.B Holdings History
SWEENEY & MICHEL, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, SWEENEY & MICHEL, LLC held 20,049.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $9.54 Mil. This investment constitutes 3.39% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 2 purchases of BRK.B, at an average price of $308.49, for a total of 21,398.00 shares. In addition, there have been 4 sales at an average price of $407.49 for 1,349.00 shares. Based on historical transaction data and BRK.B's current price of $480.60, SWEENEY & MICHEL, LLC's estimated gain on his BRK.B holdings is $3.58 Mil, reflecting a 54.30% gain to date.
SWEENEY & MICHEL, LLC BRK.B ($480.60) Holding Chart
SWEENEY & MICHEL, 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 % | |||
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