Number of Shares
24,937.00
Current Holdings Value*
$12.11 Mil
% of Portfolio
4.38%
Total Estimate Gain
$2.47 Mil
% of Total Estimate Gain
25.96%

Sandy Cove Advisors, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, Sandy Cove Advisors, LLC held 24,937.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $12.11 Mil. This investment constitutes 4.38% of their stock portfolio, and Sandy Cove Advisors, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Sandy Cove Advisors, LLC has made 13 purchases of BRK.B, at an average price of $374.46, for a total of 25,370.00 shares. In addition, there have been 1 sales at an average price of $314.34 for 433.00 shares. Based on historical transaction data and BRK.B's current price of $474.41, Sandy Cove Advisors, LLC's estimated gain on his BRK.B holdings is $2.47 Mil, reflecting a 25.96% gain to date.

Sandy Cove Advisors, LLC BRK.B ($474.41) Holding Chart

Sandy Cove Advisors, LLC BRK.B ($474.41) 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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