Berkshire Hathaway shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $993k | 2.2k | 460.26 |
| 2024-06-30 | $863k | 2.1k | 406.80 |
| 2024-03-31 | $874k | 2.1k | 420.52 |
| 2023-12-31 | $735k | 2.1k | 356.66 |
| 2023-09-30 | $731k | 2.1k | 350.30 |
| 2023-06-30 | $703k | 2.1k | 341.00 |
| 2023-03-31 | $432k | 1.4k | 308.77 |
| 2022-12-31 | $432k | 1.4k | 308.90 |
| 2022-09-30 | $378k | 1.4k | 266.95 |
| 2022-06-30 | $384k | 1.4k | 272.73 |
| 2022-03-31 | $495k | 1.4k | 352.82 |
| 2021-12-31 | $417k | 1.4k | 298.71 |
| 2021-09-30 | $381k | 1.4k | 272.92 |
| 2021-06-30 | $388k | 1.4k | 277.94 |
| 2021-03-31 | $357k | 1.4k | 255.73 |
| 2020-12-31 | $324k | 1.4k | 232.09 |