Berkshire Hathaway shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $230k | 457 | 502.65 |
| 2024-06-30 | $3.5M | 8.5k | 406.80 |
| 2024-03-31 | $3.6M | 8.7k | 420.52 |
| 2018-09-30 | $1.8M | 8.2k | 214.05 |
| 2018-06-30 | $1.1M | 5.9k | 186.72 |
| 2018-03-31 | $1.3M | 6.5k | 199.54 |
| 2017-12-31 | $877k | 4.4k | 198.24 |