Lountzis Asset Management Berkshire Hathaway Inc transactions over time
BRK-A
Berkshire Hathaway Inc historical holders
total: 18
Transactions details
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2020 Q2
- Held for:
- 25 quarters
- Latest activity:
- 2025 Q1
Paul Lountzis has been an institutional investor in Berkshire Hathaway Inc (BRK-A) since 2020 Q2. According to 2026 Q2 report, Paul Lountzis holds 1 share with a market value of roughly $748.85K representing 0.24% of their equity portfolio. The fund/company first acquired BRK-A in 2020 Q2, initially purchasing 1 share. Since the initial investment, Lountzis Asset Management has made 2 more transactions in this position.
Does Paul Lountzis still hold BRK-A?
Yes, Paul Lountzis continues to hold Berkshire Hathaway Inc (BRK-A). According to their 2026 Q2 report, they maintain a position of 1 share valued at approximately $748.85K, representing 0.24% of their equity portfolio.
When did Paul Lountzis first invest in 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, acquiring 1 share in their initial purchase.
What is Paul Lountzis's average cost basis for BRK-A?
Based on historical transaction data, Paul Lountzis's estimated cost basis for Berkshire Hathaway Inc (BRK-A) is approximately $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
BRK-A transactions history by Lountzis Asset Management
* 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.