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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

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
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