Berkshire Hathaway shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.5M | 13 | 728800.00 |
| 2025-03-31 | $8.8M | 11 | 798441.55 |
| 2024-12-31 | $6.8M | 10 | 680920.00 |
| 2024-09-30 | $6.9M | 10 | 691180.00 |
| 2024-03-31 | $3.8M | 6 | 634440.00 |
| 2023-12-31 | $3.3M | 6 | 542625.00 |
| 2023-09-30 | $3.2M | 6 | 531477.00 |
| 2023-06-30 | $2.6M | 5 | 517810.00 |
| 2023-03-31 | $2.3M | 5 | 465600.00 |
| 2022-12-31 | $2.3M | 5 | 468710.80 |
| 2022-09-30 | $2.0M | 5 | 406400.00 |
| 2022-06-30 | $2.0M | 5 | 409000.00 |
| 2022-03-31 | $3.2M | 6 | 529000.00 |
| 2021-12-31 | $2.7M | 6 | 450666.67 |
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