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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All positions including Berkshire Hathaway held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |