Core Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
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