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 |
---|---|---|---|
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
View all positions for Heritage Wealth Management