Berkshire Hathaway shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 16k | 502.74 |
| 2025-06-30 | $7.3M | 15k | 485.77 |
| 2025-03-31 | $6.6M | 13k | 532.58 |
| 2024-12-31 | $5.1M | 11k | 453.28 |
| 2024-09-30 | $4.4M | 9.6k | 460.26 |
| 2024-06-30 | $3.0M | 7.4k | 406.80 |
| 2024-03-31 | $2.4M | 5.7k | 420.49 |
| 2023-12-31 | $1.5M | 4.2k | 356.66 |
| 2023-09-30 | $860k | 2.5k | 350.30 |
| 2023-06-30 | $774k | 2.3k | 341.00 |
| 2023-03-31 | $978k | 3.2k | 308.77 |
| 2022-12-31 | $1.0M | 3.4k | 308.90 |
| 2022-09-30 | $795k | 3.0k | 266.96 |
| 2022-06-30 | $667k | 2.4k | 273.03 |
| 2022-03-31 | $418k | 1.2k | 353.04 |
| 2021-12-31 | $205k | 684 | 299.71 |
| 2020-12-31 | $219k | 945 | 231.75 |
| 2020-09-30 | $208k | 975 | 213.33 |
| 2020-06-30 | $208k | 1.2k | 178.85 |
| 2020-03-31 | $241k | 1.3k | 182.71 |
| 2019-12-31 | $298k | 1.3k | 226.44 |
| 2019-09-30 | $273k | 1.3k | 207.76 |
| 2019-06-30 | $408k | 1.9k | 213.17 |
| 2019-03-31 | $264k | 1.3k | 200.91 |
| 2018-12-31 | $245k | 1.2k | 204.51 |
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