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Berkshire Hathaway shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 2.7k 404.91
2023-12-31 $1.0M 2.7k 376.59
2023-09-30 $935k 2.8k 336.90
2023-06-30 $971k 2.8k 349.99
2023-03-31 $961k 3.0k 322.99
2022-12-31 $920k 3.0k 309.17
2022-09-30 $855k 3.0k 282.64
2022-06-30 $850k 3.0k 280.99
2022-03-31 $1.1M 3.0k 353.06
2021-12-31 $929k 3.0k 307.11
2021-09-30 $874k 3.0k 288.93
2021-06-30 $841k 3.0k 278.02
2021-03-31 $713k 2.6k 273.70
2020-12-31 $634k 2.7k 234.38
2020-09-30 $615k 2.7k 227.36
2020-06-30 $531k 2.7k 196.30
2020-03-31 $513k 2.7k 189.65
2019-12-31 $602k 2.7k 222.55
2019-09-30 $560k 2.7k 207.02
2019-06-30 $561k 2.7k 207.39
2019-03-31 $553k 2.8k 200.73
2018-12-31 $562k 2.8k 203.99
2018-09-30 $589k 2.8k 213.79
2018-06-30 $522k 2.8k 186.10
2018-03-31 $551k 2.8k 196.43
2017-12-31 $575k 2.9k 197.93
2017-09-30 $532k 2.9k 183.13
2017-06-30 $492k 2.9k 169.36
2017-03-31 $484k 2.9k 166.61
2016-12-31 $418k 2.6k 162.65

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Berkshire Hathaway

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T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Susquehanna International
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Nuveen Asset Management

View all funds holding Berkshire Hathaway