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
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $486k | 966 | 502.74 |
| 2025-06-30 | $478k | 984 | 485.77 |
| 2025-03-31 | $488k | 953 | 512.33 |
| 2024-12-31 | $416k | 917 | 453.28 |
| 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 |