Berkshire Hathaway shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $984k | 2.1k | 460.26 |
| 2024-06-30 | $900k | 2.2k | 406.80 |
| 2024-03-31 | $934k | 2.2k | 420.52 |
| 2023-12-31 | $799k | 2.2k | 356.66 |
| 2023-09-30 | $797k | 2.3k | 350.30 |
| 2023-06-30 | $757k | 2.2k | 341.00 |
| 2023-03-31 | $682k | 2.2k | 308.77 |
| 2022-12-31 | $682k | 2.2k | 308.90 |
| 2022-09-30 | $590k | 2.2k | 267.09 |
| 2022-06-30 | $603k | 2.2k | 272.97 |
| 2022-03-31 | $780k | 2.2k | 353.10 |
| 2021-12-31 | $655k | 2.2k | 298.81 |
| 2021-09-30 | $598k | 2.2k | 272.81 |
| 2021-06-30 | $609k | 2.2k | 277.83 |
| 2021-03-31 | $560k | 2.2k | 255.47 |
| 2020-12-31 | $504k | 2.2k | 232.04 |
| 2020-09-30 | $443k | 2.1k | 212.78 |
| 2020-06-30 | $372k | 2.1k | 178.67 |
| 2020-03-31 | $381k | 2.1k | 183.00 |
| 2019-12-31 | $494k | 2.2k | 226.40 |
| 2018-09-30 | $200k | 935 | 213.90 |
More positions owned by Concentric Wealth Management
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