Berkshire Hathaway shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Heritage Wealth Management, Inc./Texas 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, Inc./Texas
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $648k | 1.4k | 460.26 |
2024-06-30 | $573k | 1.4k | 406.80 |
2024-03-31 | $399k | 948 | 420.52 |
2023-12-31 | $338k | 948 | 356.66 |
2023-09-30 | $383k | 1.1k | 350.30 |
2023-06-30 | $323k | 948 | 341.00 |
2023-03-31 | $293k | 948 | 308.77 |
2022-12-31 | $320k | 1.0k | 308.90 |
More positions owned by Heritage Wealth Management, Inc./Texas
View all positions for Heritage Wealth Management, Inc./Texas