Summit Financial Strategies, Inc.'s ownership history for BRK.B

Summit Financial Strategies, Inc. currently holds 26.4K shares with a market value of $13.3M. It started holding BRK.B on 2024-09-30. At its peak, it held 30.5K shares on 2024-09-30. Its highest holding value was $14.1M on 2025-03-31. At its lowest, it held 26.4K shares on 2025-06-30, with a value of $12.8M on 2025-06-30. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 86. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 4.1K.