Berkshire Hathaway shares owned by Core Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Core Wealth Advisors
from 13F filings
Historical chart of Core Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $397k | 790 | 502.74 |
| 2025-06-30 | $409k | 841 | 485.77 |
| 2025-03-31 | $379k | 711 | 532.58 |
| 2024-12-31 | $254k | 561 | 453.28 |
| 2024-09-30 | $244k | 531 | 460.26 |
| 2024-06-30 | $216k | 531 | 406.80 |
| 2024-03-31 | $223k | 531 | 420.52 |
| 2023-09-30 | $146k | 417 | 350.30 |
| 2023-06-30 | $142k | 417 | 341.00 |
| 2023-03-31 | $103k | 332 | 308.77 |
| 2022-12-31 | $67k | 216 | 308.90 |
| 2022-09-30 | $58k | 216 | 268.52 |
| 2022-06-30 | $59k | 216 | 273.15 |
| 2022-03-31 | $76k | 216 | 351.85 |
| 2021-12-31 | $65k | 216 | 300.93 |
| 2021-09-30 | $73k | 266 | 274.44 |
| 2021-06-30 | $80k | 287 | 278.75 |
| 2021-03-31 | $604k | 2.4k | 255.61 |
| 2020-12-31 | $522k | 2.3k | 232.00 |
| 2020-09-30 | $470k | 2.2k | 212.96 |
| 2020-06-30 | $416k | 2.3k | 178.39 |
| 2020-03-31 | $256k | 1.4k | 182.73 |
| 2019-12-31 | $167k | 739 | 225.98 |