Berkshire Hathaway shares owned by Benchmark Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Benchmark Wealth Management
from 13F filings
Historical chart of Benchmark Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Benchmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 2.6k | 485.77 |
| 2025-03-31 | $1.4M | 2.7k | 532.58 |
| 2024-12-31 | $1.2M | 2.7k | 453.28 |
| 2024-09-30 | $1.3M | 2.9k | 460.26 |
| 2024-06-30 | $1.2M | 2.9k | 406.80 |
| 2024-03-31 | $1.3M | 3.0k | 420.52 |
| 2023-12-31 | $1.1M | 3.0k | 356.66 |
| 2023-09-30 | $1.1M | 3.0k | 350.30 |
| 2023-06-30 | $1.0M | 3.1k | 341.00 |
| 2023-03-31 | $981k | 3.1k | 319.74 |
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