Berkshire Hathaway shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by Circle Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $6.1M | 17k | 356.66 |
2023-09-30 | $6.0M | 17k | 350.30 |
2023-06-30 | $5.4M | 16k | 341.00 |
2023-03-31 | $4.9M | 16k | 308.77 |
2022-12-31 | $4.9M | 16k | 308.90 |
2022-09-30 | $4.2M | 16k | 267.00 |
2022-06-30 | $4.2M | 15k | 272.99 |
2022-03-31 | $5.4M | 15k | 352.91 |
2021-12-31 | $4.6M | 15k | 299.02 |
2021-09-30 | $4.6M | 17k | 272.89 |
2021-06-30 | $5.0M | 18k | 277.93 |
2021-03-31 | $4.7M | 19k | 255.46 |
2020-12-31 | $4.8M | 21k | 231.88 |
2020-09-30 | $4.3M | 20k | 212.96 |
2020-06-30 | $3.1M | 18k | 178.52 |
2020-03-31 | $2.9M | 16k | 182.82 |
2019-12-31 | $981k | 4.3k | 226.61 |
2019-09-30 | $674k | 3.2k | 207.90 |
2019-06-30 | $683k | 3.2k | 213.17 |
2019-03-31 | $404k | 2.0k | 201.10 |
2018-12-31 | $412k | 2.0k | 204.37 |
2018-09-30 | $432k | 2.0k | 214.29 |
2018-06-30 | $376k | 2.0k | 186.51 |
2018-03-31 | $402k | 2.0k | 199.40 |
2017-12-31 | $402k | 2.0k | 198.22 |
2017-09-30 | $372k | 2.0k | 183.43 |
2017-06-30 | $343k | 2.0k | 169.13 |
2017-03-31 | $338k | 2.0k | 166.67 |
2016-12-31 | $316k | 1.9k | 163.05 |