Number of Shares
45,639.00
Current Holdings Value*
$24.31 Mil
% of Portfolio
2.58%
Total Estimate Gain
$11.08 Mil
% of Total Estimate Gain
102.64%

W.G. Shaheen & Associates DBA Whitney & Co's Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 45,639.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $24.31 Mil. This investment constitutes 2.58% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2020Q1. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 20 purchases of BRK.B, at an average price of $235.93, for a total of 45,737.00 shares. In addition, there have been 1 sales at an average price of $461.80 for 98.00 shares. Based on historical transaction data and BRK.B's current price of $478.13, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his BRK.B holdings is $11.08 Mil, reflecting a 102.64% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co BRK.B ($478.13) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co 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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