Number of Shares
158,582.00
Current Holdings Value*
$84.46 Mil
% of Portfolio
5.71%
Total Estimate Gain
$37.92 Mil
% of Total Estimate Gain
92.23%

Segment Wealth Management, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Segment Wealth Management, LLC held 158,582.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $84.46 Mil. This investment constitutes 5.71% of their stock portfolio, and Segment Wealth Management, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2013Q4. And since then Segment Wealth Management, LLC has made 33 purchases of BRK.B, at an average price of $247.19, for a total of 166,314.00 shares. In addition, there have been 5 sales at an average price of $273.91 for 7,732.00 shares. Based on historical transaction data and BRK.B's current price of $485.00, Segment Wealth Management, LLC's estimated gain on his BRK.B holdings is $37.92 Mil, reflecting a 92.23% gain to date.

Segment Wealth Management, LLC BRK.B ($485.00) Holding Chart

Segment Wealth Management, LLC BRK.B ($485.00) 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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