Berkshire Hathaway shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 5.1k | 460.26 |
| 2024-06-30 | $2.2M | 5.3k | 406.80 |
| 2024-03-31 | $1.8M | 5.1k | 356.66 |
| 2023-12-31 | $1.8M | 5.1k | 356.66 |
| 2023-09-30 | $1.8M | 5.2k | 350.30 |
| 2023-06-30 | $1.4M | 4.2k | 341.00 |
| 2022-12-31 | $455k | 1.5k | 303.33 |