Berkshire Hathaway shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.9M | 4.0k | 479.59 |
| 2024-09-30 | $1.8M | 4.0k | 455.65 |
| 2024-06-30 | $1.5M | 3.8k | 405.19 |
| 2024-03-31 | $1.5M | 3.8k | 398.58 |
| 2023-12-31 | $1.4M | 3.8k | 364.73 |
| 2023-09-30 | $1.1M | 3.2k | 347.15 |
| 2022-12-31 | $950k | 3.1k | 310.95 |
| 2022-09-30 | $771k | 2.9k | 267.34 |
| 2022-06-30 | $729k | 2.6k | 279.20 |
| 2022-03-31 | $910k | 2.6k | 348.53 |
| 2021-12-31 | $791k | 2.6k | 305.17 |
| 2021-09-30 | $763k | 2.6k | 288.80 |
| 2021-06-30 | $745k | 2.6k | 289.10 |
| 2021-03-31 | $674k | 2.5k | 269.38 |
| 2020-12-31 | $586k | 2.5k | 232.82 |
| 2020-09-30 | $449k | 2.1k | 210.21 |
| 2020-06-30 | $631k | 3.2k | 200.32 |
| 2020-03-31 | $381k | 2.2k | 170.93 |
| 2019-12-31 | $1.6M | 7.0k | 227.27 |
| 2019-09-30 | $1.8M | 8.0k | 220.90 |
| 2019-06-30 | $2.0M | 9.6k | 213.06 |
| 2019-03-31 | $1.5k | 7.6k | 0.20 |
| 2018-12-31 | $1.6M | 7.5k | 207.84 |
| 2018-09-30 | $1.5M | 6.9k | 218.48 |
| 2018-06-30 | $1.4M | 7.6k | 186.71 |
| 2018-03-31 | $1.3M | 6.5k | 199.41 |
| 2017-12-31 | $683k | 3.4k | 198.20 |
More positions owned by Castle Rock Wealth Management
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