Berkshire Hathaway shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Bell & Brown Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $31M | 1.4k | 22132.31 |
| 2024-03-31 | $592k | 1.4k | 420.51 |
| 2023-12-31 | $502k | 1.4k | 356.66 |
| 2023-06-30 | $502k | 1.5k | 341.00 |
| 2023-03-31 | $455k | 1.5k | 308.77 |
| 2022-12-31 | $455k | 1.5k | 308.90 |
| 2022-09-30 | $395k | 1.5k | 267.25 |
| 2022-06-30 | $384k | 1.4k | 272.73 |
| 2022-03-31 | $587k | 1.7k | 353.19 |
| 2021-12-31 | $487k | 1.5k | 322.94 |
| 2021-09-30 | $371k | 1.4k | 273.20 |
| 2020-09-30 | $286k | 1.4k | 210.60 |
| 2018-12-31 | $414k | 2.0k | 204.24 |
More positions owned by Bell & Brown Wealth Advisors
View all positions for Bell & Brown Wealth Advisors