Number of Shares
9,381.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
2.78%
Total Estimate Gain
$1.30 Mil
% of Total Estimate Gain
33.61%

TILIA FIDUCIARY PARTNERS, INC.'s Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 9,381.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $4.56 Mil. This investment constitutes 2.78% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 11 purchases of BRK.B, at an average price of $358.39, for a total of 10,812.00 shares. In addition, there have been 3 sales at an average price of $483.58 for 1,431.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his BRK.B holdings is $1.30 Mil, reflecting a 33.61% gain to date.

TILIA FIDUCIARY PARTNERS, INC. BRK.B ($478.13) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. BRK.B ($478.13) 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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