Berkshire Hathaway shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by Kingswood Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.9M | 3 | 634440.00 |
2023-12-31 | $2.7M | 5 | 542625.00 |
2023-09-30 | $2.7M | 5 | 531477.00 |
2023-06-30 | $2.6M | 5 | 517810.00 |