Stephenson & Company, Inc. BRK.B Holdings History
Stephenson & Company, Inc.'s Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Stephenson & Company, Inc. held 50,564.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $26.93 Mil. This investment constitutes 17.5% of their stock portfolio, and Stephenson & Company, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2023Q4. And since then Stephenson & Company, Inc. has made 4 purchases of BRK.B, at an average price of $356.24, for a total of 52,268.00 shares. In addition, there have been 1 sales at an average price of $408.62 for 1,704.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Stephenson & Company, Inc.'s estimated gain on his BRK.B holdings is $6.48 Mil, reflecting a 34.80% gain to date.
Stephenson & Company, Inc. BRK.B ($482.63) Holding Chart
Stephenson & Company, Inc. BRK.B ($482.63) 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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