Berkshire Hathaway shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 11k | 460.26 |
| 2024-06-30 | $4.4M | 11k | 406.80 |
| 2024-03-31 | $4.6M | 11k | 420.52 |
| 2023-12-31 | $5.5M | 15k | 356.66 |
| 2023-09-30 | $4.0M | 11k | 350.30 |
| 2023-06-30 | $4.0M | 12k | 341.00 |
| 2023-03-31 | $3.8M | 12k | 308.77 |
| 2022-12-31 | $3.8M | 12k | 308.90 |
| 2022-09-30 | $3.3M | 12k | 267.02 |
| 2022-06-30 | $3.4M | 13k | 273.01 |
| 2022-03-31 | $4.4M | 13k | 352.88 |
| 2021-12-31 | $3.8M | 13k | 299.02 |
| 2021-09-30 | $3.4M | 13k | 272.96 |
| 2021-06-30 | $3.5M | 13k | 277.89 |
| 2021-03-31 | $3.2M | 13k | 255.44 |
| 2020-12-31 | $3.8M | 16k | 231.87 |
| 2020-09-30 | $3.1M | 15k | 212.21 |
| 2020-03-31 | $2.7M | 15k | 182.86 |
| 2019-09-30 | $3.1M | 15k | 208.43 |
| 2019-06-30 | $3.4M | 16k | 213.18 |
| 2019-03-31 | $2.8M | 15k | 186.88 |
| 2018-12-31 | $3.1M | 15k | 204.19 |
| 2018-09-30 | $3.1M | 15k | 205.05 |
| 2018-06-30 | $2.9M | 16k | 188.97 |
| 2018-03-31 | $3.0M | 15k | 199.50 |
| 2017-12-31 | $3.0M | 15k | 198.20 |
| 2017-09-30 | $2.8M | 15k | 183.33 |
| 2017-06-30 | $271k | 1.6k | 169.38 |
| 2017-03-31 | $2.2M | 13k | 166.67 |
| 2016-12-31 | $2.3M | 14k | 163.00 |