Berkshire Hathaway shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $634k | 1 | 634440.00 |
| 2023-12-31 | $543k | 1 | 542625.00 |
| 2023-06-30 | $518k | 1 | 517810.00 |
| 2023-03-31 | $466k | 1 | 465600.00 |
| 2022-09-30 | $406k | 100 | 4060.00 |
| 2022-06-30 | $409k | 1 | 409000.00 |
| 2022-03-31 | $529k | 1 | 529000.00 |
| 2021-12-31 | $451k | 1 | 451000.00 |
| 2021-06-30 | $419k | 1 | 419000.00 |
| 2020-12-31 | $348k | 100 | 3480.00 |
| 2020-09-30 | $320k | 100 | 3200.00 |
| 2020-06-30 | $267k | 1 | 267000.00 |
| 2020-03-31 | $272k | 1 | 272000.00 |
| 2019-12-31 | $340k | 1 | 340000.00 |
| 2019-09-30 | $312k | 1 | 312000.00 |
| 2019-06-30 | $318k | 1 | 318000.00 |
| 2019-03-31 | $301k | 1 | 301000.00 |
| 2018-12-31 | $306k | 1 | 306000.00 |
| 2018-09-30 | $320k | 1 | 320000.00 |
| 2018-06-30 | $282k | 1 | 282000.00 |
| 2018-03-31 | $299k | 1 | 299000.00 |
| 2017-12-31 | $298k | 1 | 298000.00 |
| 2017-09-30 | $275k | 1 | 275000.00 |
| 2017-06-30 | $255k | 1 | 255000.00 |
| 2017-03-31 | $250k | 1 | 250000.00 |
| 2016-12-31 | $244k | 1 | 244000.00 |
More positions owned by Concentric Wealth Management
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