Summit Financial Strategies, Inc. BRK.B Holdings History
Summit Financial Strategies, Inc.'s Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 26,497.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $14.11 Mil. This investment constitutes 1.42% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2014Q4. And since then Summit Financial Strategies, Inc. has made 6 purchases of BRK.B, at an average price of $150.35, for a total of 89,269.00 shares. In addition, there have been 24 sales at an average price of $206.91 for 62,772.00 shares. Based on historical transaction data and BRK.B's current price of $479.14, Summit Financial Strategies, Inc.'s estimated gain on his BRK.B holdings is $12.26 Mil, reflecting a 91.36% gain to date.
Summit Financial Strategies, Inc. BRK.B ($479.14) Holding Chart
Summit Financial Strategies, Inc. BRK.B ($479.14) 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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