Berkshire Hathaway shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Consilio Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.5k | 502.74 |
| 2025-06-30 | $1.2M | 2.4k | 485.76 |
| 2025-03-31 | $1.3M | 2.4k | 532.58 |
| 2024-12-31 | $1.1M | 2.4k | 453.27 |
| 2024-09-30 | $1.1M | 2.3k | 460.26 |
| 2024-06-30 | $978k | 2.4k | 406.87 |
| 2024-03-31 | $997k | 2.4k | 420.52 |
| 2023-12-31 | $774k | 2.2k | 356.66 |
| 2023-09-30 | $485k | 1.4k | 343.15 |
| 2023-06-30 | $432k | 1.3k | 341.00 |
| 2023-03-31 | $336k | 1.1k | 308.77 |
| 2022-12-31 | $297k | 961 | 308.90 |
| 2022-09-30 | $239k | 895 | 267.04 |