Number of Shares
5.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
0.69%
Total Estimate Gain
$319.39 Mil
% of Total Estimate Gain
167.58%

Summit Asset Management, LLC's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Summit Asset Management, LLC held 5.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $3.99 Mil. This investment constitutes 0.69% of their stock portfolio, and Summit Asset Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2013Q4. And since then Summit Asset Management, LLC has made 1 purchases of BRK.A, at an average price of $238,241.50, for a total of 800.00 shares. In addition, there have been 3 sales at an average price of $636,974.52 for 795.00 shares. Based on historical transaction data and BRK.A's current price of $717333.18, Summit Asset Management, LLC's estimated gain on his BRK.A holdings is $319.39 Mil, reflecting a 167.58% gain to date.

Summit Asset Management, LLC BRK.A ($717333.18) Holding Chart

Summit Asset Management, LLC BRK.A ($717333.18) 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 %

Top Ranked Articles

  • 1