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
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Quarterly reported holdings in Berkshire Hathaway by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $899k | 1.8k | 502.74 |
| 2025-06-30 | $869k | 1.8k | 485.77 |
| 2025-03-31 | $750k | 1.4k | 532.58 |
| 2024-12-31 | $638k | 1.4k | 453.28 |
| 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
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