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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Quarterly reported holdings in Berkshire Hathaway by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $307k | 755 | 406.80 |
| 2024-03-31 | $318k | 755 | 420.52 |
| 2023-12-31 | $269k | 755 | 356.66 |
| 2022-12-31 | $1.3M | 4.2k | 308.90 |
| 2022-09-30 | $534k | 2.0k | 267.27 |
| 2022-06-30 | $521k | 1.9k | 273.02 |
| 2022-03-31 | $646k | 1.8k | 352.81 |
| 2021-09-30 | $395k | 1.4k | 273.17 |
| 2021-06-30 | $402k | 1.4k | 278.01 |
| 2021-03-31 | $506k | 2.0k | 255.56 |
More positions owned by Heritage Wealth Management
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