Berkshire Hathaway shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $422k | 917 | 460.26 |
| 2024-06-30 | $447k | 1.1k | 406.80 |
| 2024-03-31 | $408k | 1.0k | 400.87 |
| 2023-12-31 | $292k | 819 | 356.66 |
| 2023-09-30 | $259k | 739 | 350.30 |
| 2023-06-30 | $260k | 761 | 341.00 |
| 2023-03-31 | $229k | 741 | 308.77 |
| 2022-12-31 | $222k | 718 | 308.90 |
| 2022-03-31 | $253k | 718 | 352.37 |
| 2021-12-31 | $221k | 738 | 299.46 |
| 2021-06-30 | $201k | 725 | 277.24 |