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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

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

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Quarterly reported holdings in Berkshire Hathaway by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
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