Berkshire Hathaway shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $448k | 973 | 460.26 |
| 2024-06-30 | $414k | 1.0k | 406.80 |
| 2024-03-31 | $427k | 1.0k | 420.52 |
| 2023-12-31 | $380k | 1.1k | 356.66 |
| 2023-09-30 | $373k | 1.1k | 350.30 |
| 2023-06-30 | $372k | 1.1k | 341.00 |
| 2023-03-31 | $353k | 1.1k | 308.77 |
| 2022-12-31 | $369k | 1.2k | 308.90 |
| 2022-09-30 | $319k | 1.2k | 266.72 |
| 2022-06-30 | $339k | 1.2k | 273.39 |
| 2021-12-31 | $370k | 1.2k | 299.35 |
| 2021-03-31 | $438k | 1.2k | 352.94 |
More positions owned by Collaborative Wealth Managment
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