Berkshire Hathaway shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $49M | 97k | 502.64 |
| 2025-09-30 | $40M | 80k | 502.74 |
| 2025-06-30 | $41M | 83k | 485.77 |
| 2025-03-31 | $40M | 74k | 532.58 |
| 2024-12-31 | $28M | 62k | 453.28 |
| 2024-09-30 | $25M | 54k | 460.26 |
| 2024-06-30 | $22M | 54k | 406.80 |
| 2024-03-31 | $20M | 47k | 420.52 |
| 2023-12-31 | $16M | 44k | 356.66 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors