Berkshire Hathaway shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.2M | 16k | 502.65 |
| 2025-09-30 | $8.6M | 17k | 502.74 |
| 2025-06-30 | $7.7M | 16k | 485.77 |
| 2025-03-31 | $7.1M | 13k | 532.58 |
| 2024-12-31 | $6.2M | 14k | 453.28 |
| 2024-09-30 | $6.2M | 14k | 460.26 |
| 2024-06-30 | $5.4M | 13k | 406.80 |
| 2024-03-31 | $5.3M | 13k | 420.52 |
| 2023-12-31 | $4.4M | 12k | 356.66 |
| 2023-09-30 | $4.2M | 12k | 350.30 |
| 2023-06-30 | $4.0M | 12k | 341.00 |
| 2023-03-31 | $3.6M | 12k | 308.77 |
| 2022-12-31 | $3.4M | 11k | 308.90 |
| 2022-09-30 | $2.8M | 11k | 267.05 |
| 2022-06-30 | $2.7M | 10k | 273.03 |
| 2022-03-31 | $3.1M | 8.8k | 352.91 |
| 2021-12-31 | $2.5M | 8.4k | 299.02 |
| 2021-09-30 | $2.2M | 7.9k | 272.97 |
| 2021-06-30 | $2.0M | 7.2k | 277.97 |
| 2021-03-31 | $1.5M | 5.7k | 255.52 |
More positions owned by Capital Advisors Wealth Management
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