Berkshire Hathaway shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by Blue Bell Private Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $885k | 1.9k | 460.26 |
2024-06-30 | $788k | 1.9k | 406.80 |
2024-03-31 | $812k | 1.9k | 420.52 |
2023-12-31 | $620k | 1.7k | 356.66 |
2023-09-30 | $512k | 1.5k | 350.30 |
2023-06-30 | $499k | 1.5k | 341.00 |
2023-03-31 | $143k | 462 | 308.77 |
2022-12-31 | $143k | 462 | 308.90 |
2022-09-30 | $123k | 462 | 266.23 |
2022-06-30 | $116k | 425 | 272.94 |
2022-03-31 | $150k | 425 | 352.94 |
2021-12-31 | $127k | 425 | 298.82 |
More positions owned by Blue Bell Private Wealth Management
View all positions for Blue Bell Private Wealth Management