Number of Shares
71.00
Current Holdings Value*
$56.69 Mil
% of Portfolio
3.84%
Total Estimate Gain
$31.37 Mil
% of Total Estimate Gain
161.57%

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

As of 2025-03-31, Segment Wealth Management, LLC held 71.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $56.69 Mil. This investment constitutes 3.84% of their stock portfolio, and Segment Wealth Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2017Q3. And since then Segment Wealth Management, LLC has made 1 purchases of BRK.A, at an average price of $269,682.28, for a total of 72.00 shares. In addition, there have been 1 sales at an average price of $309,675.00 for 1.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, Segment Wealth Management, LLC's estimated gain on his BRK.A holdings is $31.37 Mil, reflecting a 161.57% gain to date.

Segment Wealth Management, LLC BRK.A ($710978.50) Holding Chart

Segment Wealth Management, LLC BRK.A ($710978.50) 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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