Summit Financial Strategies, Inc. BRK.A Holdings History
Summit Financial Strategies, Inc.'s Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Summit Financial Strategies, Inc. held 4.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $2.92 Mil. This investment constitutes 0.27% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Strategies, Inc. has made 2 purchases of BRK.A, at an average price of $436,735.00, for a total of 10.00 shares. In addition, there have been 1 sales at an average price of $320,710.33 for 6.00 shares. Based on historical transaction data and BRK.A's current price of $710978.50, Summit Financial Strategies, Inc.'s estimated gain on his BRK.A holdings is $400,826.00, reflecting a 9.18% gain to date.
Summit Financial Strategies, Inc. BRK.A ($710978.50) Holding Chart
Summit Financial Strategies, Inc. BRK.A ($710978.50) 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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