Berkshire Hathaway shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 6.7k | 477.54 |
| 2025-06-30 | $2.9M | 6.3k | 465.40 |
| 2025-03-31 | $3.5M | 6.5k | 532.54 |
| 2024-12-31 | $2.4M | 5.4k | 453.24 |
| 2024-09-30 | $2.2M | 4.7k | 468.85 |
| 2024-06-30 | $2.0M | 4.6k | 437.62 |
| 2024-03-31 | $1.8M | 4.6k | 396.69 |
| 2023-12-31 | $1.8M | 4.5k | 390.76 |
| 2023-09-30 | $1.4M | 4.1k | 350.30 |
| 2023-06-30 | $1.4M | 4.1k | 341.13 |
| 2023-03-31 | $632k | 2.0k | 308.77 |
| 2022-12-31 | $633k | 2.0k | 308.90 |
| 2022-09-30 | $547k | 2.0k | 267.09 |
| 2022-06-30 | $575k | 2.1k | 273.16 |
| 2022-03-31 | $778k | 2.2k | 352.83 |
| 2021-12-31 | $627k | 2.1k | 299.14 |
| 2021-09-30 | $565k | 2.1k | 272.82 |
| 2021-06-30 | $566k | 2.0k | 278.13 |
| 2021-03-31 | $530k | 2.1k | 255.67 |
| 2020-12-31 | $930k | 4.0k | 231.80 |
| 2020-09-30 | $282k | 1.4k | 202.88 |
| 2020-06-30 | $598k | 3.4k | 178.51 |
| 2020-03-31 | $282k | 1.4k | 202.88 |
| 2019-12-31 | $315k | 1.4k | 226.62 |
| 2019-09-30 | $282k | 1.4k | 202.88 |
| 2019-06-30 | $316k | 1.5k | 213.37 |
| 2019-03-31 | $300k | 1.5k | 201.07 |
| 2018-12-31 | $807k | 4.0k | 204.15 |