Number of Shares
14,948.00
Current Holdings Value*
$7.96 Mil
% of Portfolio
3.06%
Total Estimate Gain
$2.76 Mil
% of Total Estimate Gain
58.95%

Stiles Financial Services Inc's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Stiles Financial Services Inc held 14,948.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $7.96 Mil. This investment constitutes 3.06% of their stock portfolio, and Stiles Financial Services Inc now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Stiles Financial Services Inc has made 7 purchases of BRK.B, at an average price of $295.35, for a total of 15,863.00 shares. In addition, there have been 6 sales at an average price of $365.25 for 915.00 shares. Based on historical transaction data and BRK.B's current price of $475.86, Stiles Financial Services Inc's estimated gain on his BRK.B holdings is $2.76 Mil, reflecting a 58.95% gain to date.

Stiles Financial Services Inc BRK.B ($475.86) Holding Chart

Stiles Financial Services Inc BRK.B ($475.86) 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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