Berkshire Hathaway shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 9.3k | 502.74 |
| 2025-06-30 | $4.6M | 9.4k | 485.77 |
| 2025-03-31 | $5.5M | 10k | 532.58 |
| 2024-12-31 | $4.8M | 11k | 453.28 |
| 2024-09-30 | $5.0M | 11k | 460.26 |
| 2024-06-30 | $4.1M | 10k | 406.80 |
| 2024-03-31 | $4.1M | 9.7k | 420.52 |
| 2023-12-31 | $3.4M | 9.4k | 356.66 |
| 2023-09-30 | $1.6M | 4.5k | 350.30 |
| 2023-06-30 | $1.6M | 4.6k | 341.00 |
| 2023-03-31 | $1.4M | 4.5k | 308.77 |
| 2022-12-31 | $1.5M | 4.9k | 308.90 |
| 2022-09-30 | $1.6M | 6.1k | 266.96 |
| 2022-06-30 | $1.6M | 6.0k | 273.04 |
| 2022-03-31 | $2.2M | 6.3k | 352.96 |
| 2021-12-31 | $1.1M | 3.7k | 299.08 |
| 2021-09-30 | $447k | 1.6k | 273.06 |
| 2021-06-30 | $843k | 3.0k | 277.85 |
| 2021-03-31 | $749k | 2.9k | 255.37 |
| 2020-12-31 | $660k | 2.8k | 231.82 |