Berkshire Hathaway shares owned by HB Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 37 | 754200.00 |
| 2025-06-30 | $21M | 29 | 728800.00 |
| 2025-03-31 | $27M | 34 | 798441.59 |
| 2024-12-31 | $18M | 26 | 680920.00 |
| 2024-09-30 | $18M | 26 | 691180.00 |
| 2024-06-30 | $15M | 25 | 612241.00 |
| 2024-03-31 | $17M | 26 | 634440.00 |
| 2023-12-31 | $14M | 26 | 542625.04 |
| 2023-09-30 | $14M | 26 | 531477.00 |
| 2023-06-30 | $14M | 26 | 517810.00 |
| 2023-03-31 | $13M | 28 | 465600.00 |
| 2022-12-31 | $13M | 27 | 468710.96 |
| 2022-09-30 | $10M | 25 | 406480.00 |
| 2022-06-30 | $11M | 26 | 408961.54 |
| 2022-03-31 | $13M | 25 | 528920.00 |
| 2021-12-31 | $11M | 25 | 450680.00 |
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