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Berkshire Hathaway shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $710k 1.7k 420.52
2023-12-31 $602k 1.7k 356.66
2023-09-30 $585k 1.7k 350.30
2023-06-30 $569k 1.7k 341.00
2023-03-31 $515k 1.7k 308.77
2022-12-31 $516k 1.7k 308.90