Berkshire Hathaway shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Guardian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $166k | 361 | 460.26 |
| 2024-06-30 | $147k | 362 | 406.80 |
| 2024-03-31 | $152k | 362 | 420.52 |
| 2023-12-31 | $130k | 365 | 356.66 |
| 2023-09-30 | $128k | 365 | 350.30 |
| 2023-06-30 | $125k | 365 | 341.00 |
| 2023-03-31 | $56k | 181 | 308.77 |
| 2022-12-31 | $56k | 181 | 308.90 |
| 2022-09-30 | $45k | 170 | 264.71 |
| 2022-06-30 | $46k | 170 | 270.59 |
| 2022-03-31 | $60k | 170 | 352.94 |
| 2021-12-31 | $51k | 170 | 300.00 |
More positions owned by Guardian Wealth Management
View all positions for Guardian Wealth Management