Berkshire Hathaway shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by CapWealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $1.1M | 2 | 542625.00 |
2023-09-30 | $1.1M | 2 | 531477.00 |
2023-06-30 | $1.0M | 2 | 517810.00 |
2023-03-31 | $931k | 2 | 465600.00 |
2022-12-31 | $937k | 2 | 468711.00 |
2022-09-30 | $813k | 2 | 406500.00 |
2022-06-30 | $818k | 2 | 409000.00 |
2022-03-31 | $1.1M | 2 | 529000.00 |
2018-03-31 | $595k | 2 | 297500.00 |
2017-12-31 | $595k | 2 | 297500.00 |
2017-09-30 | $549k | 2 | 274500.00 |
2017-03-31 | $500k | 2 | 250000.00 |
2016-09-30 | $432k | 2 | 216000.00 |
2016-06-30 | $434k | 2 | 217000.00 |
2016-03-31 | $640k | 3 | 213333.33 |
2015-12-31 | $593k | 3 | 197666.67 |
2015-09-30 | $586k | 3 | 195333.33 |
2015-06-30 | $615k | 3 | 205000.00 |
2015-03-31 | $652k | 3 | 217333.33 |
2014-12-31 | $678k | 3 | 226000.00 |
2014-09-30 | $621k | 3 | 207000.00 |
2014-06-30 | $570k | 3 | 190000.00 |
2014-03-31 | $562k | 3 | 187333.33 |
2013-12-31 | $889k | 5 | 177800.00 |
2013-09-30 | $682k | 4 | 170500.00 |
2013-06-30 | $843k | 5 | 168600.00 |
2013-03-31 | $1.1M | 7 | 156285.71 |
2012-12-31 | $938k | 7 | 134000.00 |
2012-09-30 | $929k | 7 | 132714.29 |
2012-06-30 | $874k | 7 | 124857.14 |
2012-03-31 | $731k | 6 | 121833.33 |
2011-12-31 | $803k | 7 | 114714.29 |