Berkshire Hathaway shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $691k | 1 | 691180.00 |
| 2024-06-30 | $612k | 1 | 612241.00 |
| 2024-03-31 | $634k | 1 | 634440.00 |
| 2023-12-31 | $1.1M | 2 | 542625.00 |
| 2023-09-30 | $1.1M | 2 | 531477.00 |
| 2023-06-30 | $1.0M | 2 | 517810.00 |
| 2023-03-31 | $931k | 2 | 465600.00 |
| 2022-12-31 | $937k | 2 | 468711.00 |
| 2022-09-30 | $813k | 2 | 406500.00 |
| 2022-06-30 | $818k | 2 | 409000.00 |
| 2022-03-31 | $1.1M | 2 | 529000.00 |
| 2021-03-31 | $386k | 1 | 386000.00 |
| 2020-12-31 | $348k | 1 | 348000.00 |