Berkshire Hathaway shares owned by Affinity Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Affinity Wealth Management
from 13F filings
Historical chart of Affinity Wealth Management investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Affinity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $508k | 1.0k | 502.74 |
| 2025-06-30 | $491k | 1.0k | 485.77 |
| 2025-03-31 | $538k | 1.0k | 532.58 |
| 2024-12-31 | $447k | 985 | 453.28 |
| 2024-09-30 | $453k | 985 | 460.26 |
| 2024-06-30 | $338k | 830 | 406.80 |
| 2024-03-31 | $349k | 830 | 420.52 |
| 2023-12-31 | $332k | 930 | 356.66 |
| 2023-09-30 | $326k | 930 | 350.30 |
| 2023-06-30 | $317k | 930 | 341.00 |
| 2023-03-31 | $287k | 930 | 308.77 |
| 2022-12-31 | $287k | 930 | 308.90 |
| 2022-09-30 | $248k | 930 | 266.67 |
| 2022-06-30 | $259k | 930 | 278.49 |
| 2022-03-31 | $319k | 920 | 346.74 |
| 2021-12-31 | $294k | 920 | 319.57 |
| 2021-09-30 | $242k | 885 | 273.45 |
| 2021-06-30 | $245k | 875 | 280.00 |
| 2021-03-31 | $234k | 875 | 267.43 |
| 2020-12-31 | $205k | 875 | 234.29 |
| 2020-06-30 | $301k | 1.5k | 196.09 |
| 2020-03-31 | $280k | 1.5k | 182.41 |
| 2019-12-31 | $348k | 1.5k | 226.71 |
| 2019-09-30 | $319k | 1.5k | 207.82 |
| 2019-06-30 | $338k | 1.6k | 213.25 |
| 2019-03-31 | $318k | 1.6k | 200.63 |
| 2018-12-31 | $457k | 2.2k | 204.20 |
| 2017-09-30 | $222k | 1.2k | 183.47 |
| 2017-06-30 | $205k | 1.2k | 169.42 |
| 2017-03-31 | $202k | 1.2k | 166.94 |
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