Berkshire Hathaway shares owned by HB Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $83M | 166k | 502.74 |
| 2025-06-30 | $66M | 135k | 485.77 |
| 2025-03-31 | $87M | 163k | 532.58 |
| 2024-12-31 | $61M | 136k | 453.27 |
| 2024-09-30 | $60M | 130k | 460.26 |
| 2024-06-30 | $48M | 118k | 406.80 |
| 2024-03-31 | $47M | 112k | 420.52 |
| 2023-12-31 | $38M | 105k | 356.66 |
| 2023-09-30 | $36M | 102k | 350.30 |
| 2023-06-30 | $34M | 99k | 341.00 |
| 2023-03-31 | $29M | 93k | 308.77 |
| 2022-12-31 | $28M | 90k | 308.90 |
| 2022-09-30 | $23M | 85k | 267.02 |
| 2022-06-30 | $22M | 81k | 273.02 |
| 2022-03-31 | $27M | 77k | 352.91 |
| 2021-12-31 | $22M | 74k | 299.00 |
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