Berkshire Hathaway shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 32 | 691180.00 |
| 2024-06-30 | $20M | 32 | 612241.00 |
| 2024-03-31 | $20M | 32 | 634440.00 |
| 2023-12-31 | $17M | 32 | 542625.03 |
| 2023-09-30 | $17M | 32 | 531477.00 |
| 2023-06-30 | $17M | 32 | 517810.00 |
| 2023-03-31 | $15M | 32 | 465600.00 |
| 2022-12-31 | $15M | 32 | 468710.97 |
| 2022-09-30 | $13M | 32 | 406468.75 |
| 2022-06-30 | $12M | 32 | 377687.50 |
| 2022-03-31 | $17M | 32 | 528906.25 |
| 2021-12-31 | $14M | 32 | 450656.25 |
| 2021-09-30 | $14M | 34 | 411382.35 |
| 2021-06-30 | $14M | 34 | 418588.24 |
| 2021-03-31 | $13M | 34 | 385705.88 |
| 2020-12-31 | $12M | 34 | 347823.53 |
| 2020-09-30 | $12M | 36 | 320000.00 |
| 2020-06-30 | $9.9M | 37 | 267297.30 |
| 2020-03-31 | $14M | 53 | 272000.00 |