Berkshire Hathaway shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 17k | 502.74 |
| 2025-06-30 | $8.1M | 17k | 485.77 |
| 2025-03-31 | $9.2M | 17k | 532.58 |
| 2024-12-31 | $7.8M | 17k | 453.28 |
| 2024-09-30 | $8.0M | 17k | 460.26 |
| 2024-06-30 | $7.1M | 17k | 406.80 |
| 2024-03-31 | $7.3M | 17k | 420.52 |
| 2023-12-31 | $6.1M | 17k | 356.66 |
| 2023-09-30 | $6.0M | 17k | 350.30 |
| 2023-06-30 | $5.4M | 16k | 341.00 |
| 2023-03-31 | $4.9M | 16k | 308.77 |
| 2022-12-31 | $4.9M | 16k | 308.90 |
| 2022-09-30 | $4.2M | 16k | 267.00 |
| 2022-06-30 | $4.2M | 15k | 272.99 |
| 2022-03-31 | $5.4M | 15k | 352.91 |
| 2021-12-31 | $4.6M | 15k | 299.02 |
| 2021-09-30 | $4.6M | 17k | 272.89 |
| 2021-06-30 | $5.0M | 18k | 277.93 |
| 2021-03-31 | $4.7M | 19k | 255.46 |
| 2020-12-31 | $4.8M | 21k | 231.88 |
| 2020-09-30 | $4.3M | 20k | 212.96 |
| 2020-06-30 | $3.1M | 18k | 178.52 |
| 2020-03-31 | $2.9M | 16k | 182.82 |
| 2019-12-31 | $981k | 4.3k | 226.61 |
| 2019-09-30 | $674k | 3.2k | 207.90 |
| 2019-06-30 | $683k | 3.2k | 213.17 |
| 2019-03-31 | $404k | 2.0k | 201.10 |
| 2018-12-31 | $412k | 2.0k | 204.37 |
| 2018-09-30 | $432k | 2.0k | 214.29 |
| 2018-06-30 | $376k | 2.0k | 186.51 |
| 2018-03-31 | $402k | 2.0k | 199.40 |
| 2017-12-31 | $402k | 2.0k | 198.22 |
| 2017-09-30 | $372k | 2.0k | 183.43 |
| 2017-06-30 | $343k | 2.0k | 169.13 |
| 2017-03-31 | $338k | 2.0k | 166.67 |
| 2016-12-31 | $316k | 1.9k | 163.05 |