Number of Shares
37,799.00
Current Holdings Value*
$20.13 Mil
% of Portfolio
3.48%
Total Estimate Gain
$12.26 Mil
% of Total Estimate Gain
163.46%

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

As of 2025-03-31, Summit Asset Management, LLC held 37,799.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $20.13 Mil. This investment constitutes 3.48% of their stock portfolio, and Summit Asset Management, LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2013Q4. And since then Summit Asset Management, LLC has made 24 purchases of BRK.B, at an average price of $165.57, for a total of 45,297.00 shares. In addition, there have been 12 sales at an average price of $246.79 for 7,498.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Summit Asset Management, LLC's estimated gain on his BRK.B holdings is $12.26 Mil, reflecting a 163.46% gain to date.

Summit Asset Management, LLC BRK.B ($473.80) Holding Chart

Summit Asset Management, LLC BRK.B ($473.80) 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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