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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

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
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