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Berkshire Hathaway shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 17k 420.52
2023-12-31 $6.2M 18k 356.66
2023-09-30 $3.7M 11k 350.30
2023-06-30 $2.2M 6.6k 341.00
2023-03-31 $2.0M 6.5k 308.77
2022-12-31 $1.8M 5.8k 308.90
2022-09-30 $1.5M 5.6k 266.94
2022-06-30 $1.7M 6.1k 273.01
2022-03-31 $1.9M 5.5k 352.95
2021-12-31 $2.0M 6.6k 299.00
2021-09-30 $1.8M 6.6k 272.99
2021-06-30 $1.5M 5.5k 277.92
2021-03-31 $1.9M 7.6k 253.94
2020-12-31 $1.8M 7.8k 231.82
2020-09-30 $595k 2.8k 212.88
2020-06-30 $482k 2.7k 178.65
2020-03-31 $336k 1.8k 182.61
2019-12-31 $471k 2.1k 226.44
2019-09-30 $334k 1.6k 208.23
2019-06-30 $450k 2.1k 213.17
2018-09-30 $225k 1.0k 214.90
2017-12-31 $207k 1.0k 202.74