Berkshire Hathaway shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $910k | 2.0k | 460.26 |
| 2024-06-30 | $697k | 1.7k | 406.80 |
| 2024-03-31 | $710k | 1.7k | 420.52 |
| 2023-12-31 | $602k | 1.7k | 356.66 |
| 2023-09-30 | $585k | 1.7k | 350.30 |
| 2023-06-30 | $569k | 1.7k | 341.00 |
| 2023-03-31 | $515k | 1.7k | 308.77 |
| 2022-12-31 | $516k | 1.7k | 308.90 |