Berkshire Hathaway shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 4.4k | 460.26 |
| 2024-06-30 | $1.5M | 3.7k | 406.80 |
| 2024-03-31 | $2.5M | 5.9k | 420.52 |
| 2023-12-31 | $1.6M | 4.4k | 356.66 |
| 2023-09-30 | $1.5M | 4.4k | 350.30 |
| 2023-06-30 | $1.5M | 4.5k | 341.00 |
| 2023-03-31 | $1.4M | 4.5k | 308.77 |
| 2022-12-31 | $1.4M | 4.5k | 308.96 |
| 2022-09-30 | $1.1M | 4.2k | 266.98 |
| 2022-06-30 | $1.1M | 4.1k | 272.95 |
| 2022-03-31 | $1.4M | 4.1k | 353.00 |
| 2021-12-31 | $1.2M | 4.1k | 298.91 |
| 2021-09-30 | $1.1M | 4.0k | 272.88 |
| 2021-06-30 | $1.1M | 4.0k | 277.94 |
| 2021-03-31 | $971k | 3.8k | 255.59 |
| 2020-12-31 | $838k | 3.6k | 232.00 |
| 2020-09-30 | $804k | 3.8k | 212.98 |
| 2020-06-30 | $690k | 3.9k | 178.57 |
| 2020-03-31 | $766k | 4.2k | 182.77 |
| 2019-12-31 | $961k | 4.2k | 226.54 |
| 2019-06-30 | $820k | 3.8k | 213.04 |
| 2019-03-31 | $773k | 3.9k | 200.78 |
| 2018-12-31 | $828k | 4.1k | 204.24 |
| 2018-09-30 | $906k | 4.2k | 214.13 |
| 2018-06-30 | $745k | 4.0k | 186.67 |
| 2018-03-31 | $810k | 4.1k | 199.46 |
| 2017-12-31 | $816k | 4.1k | 198.25 |
| 2017-09-30 | $720k | 3.9k | 183.35 |
| 2017-06-30 | $694k | 4.1k | 169.31 |
| 2017-03-31 | $650k | 3.9k | 166.71 |
| 2016-12-31 | $633k | 3.9k | 163.02 |
| 2015-12-31 | $327k | 2.5k | 131.91 |