Berkshire Hathaway shares owned by CarsonAllaria Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by CarsonAllaria Wealth Management
from 13F filings
Historical chart of CarsonAllaria Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by CarsonAllaria Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 2.5k | 460.26 |
| 2024-06-30 | $1.0M | 2.5k | 406.80 |
| 2024-03-31 | $1.1M | 2.5k | 420.52 |
| 2023-12-31 | $920k | 2.6k | 356.66 |
| 2023-09-30 | $904k | 2.6k | 350.30 |
| 2023-06-30 | $904k | 2.7k | 341.00 |
| 2023-03-31 | $797k | 2.6k | 308.77 |
| 2022-12-31 | $797k | 2.6k | 308.91 |
| 2022-09-30 | $581k | 2.2k | 267.00 |
| 2022-06-30 | $554k | 2.0k | 273.04 |
| 2022-03-31 | $716k | 2.0k | 352.88 |
| 2021-12-31 | $607k | 2.0k | 299.16 |
More positions owned by CarsonAllaria Wealth Management
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