Berkshire Hathaway shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $691k | 1.5k | 460.26 |
| 2024-06-30 | $643k | 1.6k | 406.80 |
| 2024-03-31 | $664k | 1.6k | 420.52 |
| 2023-12-31 | $564k | 1.6k | 356.66 |
| 2023-09-30 | $554k | 1.6k | 350.30 |
| 2023-06-30 | $539k | 1.6k | 341.00 |
| 2023-03-31 | $488k | 1.6k | 308.77 |
| 2022-12-31 | $488k | 1.6k | 308.86 |
| 2022-09-30 | $422k | 1.6k | 267.09 |
| 2022-06-30 | $431k | 1.6k | 272.78 |
| 2022-03-31 | $558k | 1.6k | 353.16 |
| 2021-12-31 | $472k | 1.6k | 298.73 |
| 2021-09-30 | $431k | 1.6k | 272.78 |
| 2021-06-30 | $439k | 1.6k | 277.85 |
| 2021-03-31 | $424k | 1.7k | 255.58 |
| 2020-12-31 | $366k | 1.6k | 231.65 |
| 2020-09-30 | $246k | 1.2k | 213.36 |
| 2020-06-30 | $244k | 1.4k | 178.36 |
| 2020-03-31 | $229k | 1.3k | 183.20 |
| 2019-12-31 | $249k | 1.1k | 226.36 |