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Berkshire Hathaway shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 3.5k 460.26
2024-06-30 $1.5M 3.8k 411.17