Berkshire Hathaway shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.3M | 6.1k | 861.12 |
| 2024-09-30 | $3.8M | 2.7k | 1426.78 |
| 2024-06-30 | $1.8M | 4.4k | 406.81 |
| 2024-03-31 | $1.9M | 4.4k | 420.55 |
| 2023-12-31 | $3.9M | 5.1k | 752.49 |
| 2023-09-30 | $3.6M | 4.7k | 771.14 |
| 2023-06-30 | $763k | 2.2k | 341.08 |
| 2023-03-31 | $1.5M | 4.7k | 308.74 |
| 2022-12-31 | $705k | 2.3k | 309.08 |
| 2022-09-30 | $716k | 2.7k | 267.06 |
| 2022-06-30 | $623k | 2.3k | 273.13 |
| 2022-03-31 | $805k | 2.3k | 352.92 |
| 2021-12-31 | $716k | 2.4k | 298.96 |