Summit Financial, LLC BRK.B Holdings History
Summit Financial, LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, Summit Financial, LLC held 147,924.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $78.78 Mil. This investment constitutes 2.21% of their stock portfolio, and Summit Financial, LLC now holds 0.01% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2021Q2. And since then Summit Financial, LLC has made 14 purchases of BRK.B, at an average price of $453.64, for a total of 149,912.00 shares. In addition, there have been 2 sales at an average price of $325.46 for 1,988.00 shares. Based on historical transaction data and BRK.B's current price of $478.03, Summit Financial, LLC's estimated gain on his BRK.B holdings is $3.35 Mil, reflecting a 4.93% gain to date.
Summit Financial, LLC BRK.B ($478.03) Holding Chart
Summit Financial, LLC BRK.B ($478.03) 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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