Berkshire Hathaway shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 2.0k | 502.74 |
| 2025-06-30 | $963k | 2.0k | 485.77 |
| 2025-03-31 | $1.1M | 2.1k | 532.58 |
| 2024-12-31 | $875k | 1.9k | 453.28 |
| 2024-09-30 | $837k | 1.8k | 460.26 |
| 2024-06-30 | $748k | 1.8k | 406.80 |
| 2024-03-31 | $700k | 1.7k | 420.52 |
| 2023-12-31 | $896k | 2.5k | 356.66 |
| 2023-09-30 | $950k | 2.7k | 350.30 |
| 2023-06-30 | $925k | 2.7k | 341.00 |
| 2023-03-31 | $864k | 2.8k | 308.77 |
| 2022-12-31 | $713k | 2.8k | 255.37 |
| 2022-09-30 | $757k | 2.8k | 266.93 |
| 2022-06-30 | $774k | 2.8k | 272.92 |
| 2022-03-31 | $1.0M | 2.8k | 352.96 |
| 2021-12-31 | $863k | 2.9k | 299.03 |
| 2021-06-30 | $776k | 2.8k | 277.94 |
| 2021-03-31 | $713k | 2.8k | 255.37 |
| 2020-12-31 | $473k | 2.0k | 231.64 |
| 2020-09-30 | $435k | 2.0k | 213.03 |
| 2020-06-30 | $365k | 2.0k | 178.75 |
| 2020-03-31 | $275k | 1.2k | 226.15 |
| 2019-12-31 | $275k | 1.2k | 226.15 |