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Berkshire Hathaway shares owned by Guardian Wealth Management

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

Historical chart of Guardian Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Guardian Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $130k 365 356.66
2023-09-30 $128k 365 350.30
2023-06-30 $125k 365 341.00
2023-03-31 $56k 181 308.77
2022-12-31 $56k 181 308.90
2022-09-30 $45k 170 264.71
2022-06-30 $46k 170 270.59
2022-03-31 $60k 170 352.94
2021-12-31 $51k 170 300.00