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Berkshire Hathaway shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $389k 925 420.52
2023-12-31 $330k 925 356.66
2023-09-30 $263k 750 350.30
2023-06-30 $256k 750 341.00
2023-03-31 $232k 750 308.77
2022-12-31 $232k 750 308.90
2022-09-30 $200k 750 266.67
2022-06-30 $205k 750 273.33
2022-03-31 $265k 750 353.33
2021-12-31 $224k 750 298.67
2021-09-30 $205k 750 273.33
2021-06-30 $208k 750 277.33

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Fidelity Value Factor Etf Etf (FVAL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Eafe Etf Etf (EFA)
Columbia Em Core Ex-china Etf Etf (XCEM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Invesco S&p Global Water Index Etf Etf (CGW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Ishares Russell 1000 Value Etf Etf (IWD)

View all positions for Personal Resources Investment & Strategic Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
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