Paul Lountzis
Lountzis Asset Management
Paul Lountzis Berkshire Hathaway Inc stake
total: 139
Lountzis Asset Management BRK-A trades
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2020 Q2
- Held for:
- 25 quarters
- Latest activity:
- 2025 Q1
According to 2026 Q2 report, Paul Lountzis holds 1 Berkshire Hathaway Inc (BRK-A) share with a market value of roughly $748.85K accounting for 0.24% of the overall portfolio. To date, the estimated cost basis is nearly $6488.45 for "buy" trades and estimated average "sell" price is $797750. Lountzis Asset Management first purchased BRK-A in 2020 Q2, initially acquiring 1 share. Since the initial investment in Berkshire Hathaway Inc (BRK-A), Lountzis Asset Management has made 2 more transactions.
When did Paul Lountzis buy Berkshire Hathaway Inc (BRK-A)?
Paul Lountzis first invested in Berkshire Hathaway Inc (BRK-A) in 2020 Q2 at the reported quarter-end price of $267,000.00 per share.
What's the cost basis of Lountzis Asset Management's BRK-A stake?
The estimated cost basis for Berkshire Hathaway Inc (BRK-A) stake is around $6,488.45 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $6,488.45
- Weighted AVG sell price:
- $797,750.00
Paul Lountzis's historical trades in Berkshire Hathaway Inc
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.