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Berkshire Hathaway shares owned by Cook Wealth Management Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Cook Wealth Management Group from 13F filings

Historical chart of Cook Wealth Management Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Cook Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $715k 1.9k 376.59
2023-06-30 $261k 748 349.31
2023-03-31 $247k 757 326.23

More positions owned by Cook Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Global X Fds Nasdaq 100 Cover (QYLD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway