Berkshire Hathaway shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 10 | 754200.00 |
| 2025-06-30 | $7.3M | 10 | 728800.00 |
| 2025-03-31 | $8.0M | 10 | 798441.60 |
| 2024-12-31 | $6.8M | 10 | 680920.00 |
| 2024-09-30 | $6.9M | 10 | 691180.00 |
| 2024-06-30 | $6.1M | 10 | 612241.00 |
| 2024-03-31 | $6.3M | 10 | 634440.00 |
| 2023-12-31 | $5.4M | 10 | 542625.10 |
| 2023-09-30 | $5.3M | 10 | 531477.00 |
| 2023-06-30 | $518k | 1 | 517810.00 |
| 2023-03-31 | $466k | 1 | 465600.00 |
| 2022-12-31 | $443k | 1 | 443304.00 |
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