Berkshire Hathaway shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 19k | 502.75 |
| 2025-06-30 | $8.6M | 18k | 485.78 |
| 2025-03-31 | $9.5M | 18k | 532.59 |
| 2024-12-31 | $5.5M | 12k | 453.28 |
| 2024-09-30 | $5.5M | 12k | 460.26 |
| 2024-06-30 | $5.1M | 13k | 406.80 |
| 2024-03-31 | $5.2M | 13k | 420.52 |
| 2023-12-31 | $4.4M | 12k | 356.66 |
| 2023-09-30 | $4.3M | 12k | 350.30 |
| 2023-06-30 | $4.2M | 13k | 341.00 |
| 2023-03-31 | $3.7M | 12k | 308.77 |
| 2022-12-31 | $3.7M | 12k | 308.90 |
| 2022-09-30 | $3.3M | 12k | 267.02 |
| 2022-06-30 | $3.4M | 12k | 273.01 |
| 2022-03-31 | $4.3M | 12k | 352.88 |
| 2021-12-31 | $3.8M | 12k | 307.66 |
More positions owned by Capital Performance Advisors
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