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
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $283k | 673 | 420.52 |
2023-12-31 | $237k | 665 | 356.66 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management