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Berkshire Hathaway shares owned by Wealth Management Resources

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Wealth Management Resources from 13F filings

Historical chart of Wealth Management Resources investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Wealth Management Resources consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Wealth Management Resources

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 200 6344.40
2023-12-31 $1.1M 200 5426.25
2023-09-30 $1.1M 200 5314.77
2023-03-31 $471k 1 471270.00

More positions owned by Wealth Management Resources

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Min Vol (USMV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Msci Usa Smcp Mn (SMMV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Us Infrastruc (IFRA)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard World Health Car Etf (VHT)

View all positions for Wealth Management Resources

Top funds holding Berkshire Hathaway

Norges Bank Investment Management
Vista Capital Partners
CI Private Wealth
HighTower Advisors
Pflug Koory
Davis Selected Advisers
Vanguard Group
Everett Harris & Co
Pnc Financial Services
Hikari Tsushin
Markel Corporation
Paralel Advisors
Us Bancorp
First Eagle Investment Management
Bank of America Corporation

View all funds holding Berkshire Hathaway