Number of Shares
297,322.00
Current Holdings Value*
$144.43 Mil
% of Portfolio
3.63%
Total Estimate Gain
$53.31 Mil
% of Total Estimate Gain
58.37%

Stonegate Investment Group, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, Stonegate Investment Group, LLC held 297,322.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $144.43 Mil. This investment constitutes 3.63% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then Stonegate Investment Group, LLC has made 13 purchases of BRK.B, at an average price of $304.43, for a total of 299,986.00 shares. In addition, there have been 2 sales at an average price of $426.70 for 2,664.00 shares. Based on historical transaction data and BRK.B's current price of $482.63, Stonegate Investment Group, LLC's estimated gain on his BRK.B holdings is $53.31 Mil, reflecting a 58.37% gain to date.

Stonegate Investment Group, LLC BRK.B ($482.63) Holding Chart

Stonegate Investment Group, LLC 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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