Berkshire Hathaway shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 227 | 502.74 |
| 2025-06-30 | $110k | 227 | 485.77 |
| 2025-03-31 | $126k | 237 | 532.58 |
| 2024-12-31 | $110k | 242 | 453.28 |
| 2024-09-30 | $114k | 248 | 460.26 |
| 2024-06-30 | $103k | 254 | 406.80 |
| 2024-03-31 | $107k | 254 | 420.52 |
| 2023-12-31 | $91k | 254 | 356.66 |
| 2023-09-30 | $134k | 382 | 350.30 |
| 2023-06-30 | $130k | 382 | 341.00 |
| 2023-03-31 | $118k | 382 | 308.77 |
| 2022-12-31 | $118k | 382 | 308.90 |
| 2022-09-30 | $115k | 430 | 267.44 |
| 2019-06-30 | $110k | 529 | 206.90 |
| 2019-03-31 | $6.0k | 29 | 206.90 |
| 2018-12-31 | $6.0k | 29 | 206.90 |