Berkshire Hathaway shares owned by Balance Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Balance Wealth
from 13F filings
Historical chart of Balance Wealth investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Balance Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $738k | 1.5k | 502.65 |
| 2025-09-30 | $936k | 1.9k | 502.73 |
| 2025-06-30 | $298k | 612 | 486.15 |
| 2025-03-31 | $302k | 567 | 532.91 |