Berkshire Hathaway shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.0M | 11k | 350.30 |
| 2023-06-30 | $4.5M | 13k | 341.00 |
| 2023-03-31 | $4.1M | 13k | 308.77 |
| 2022-06-30 | $3.4M | 13k | 273.03 |
| 2022-03-31 | $4.7M | 13k | 352.89 |
| 2021-12-31 | $3.5M | 12k | 299.03 |
| 2021-09-30 | $3.9M | 14k | 272.92 |
| 2021-06-30 | $5.0M | 18k | 277.93 |
| 2021-03-31 | $4.6M | 18k | 255.46 |
| 2020-12-31 | $2.7M | 12k | 231.91 |
| 2020-09-30 | $1.6M | 7.6k | 212.89 |
| 2020-06-30 | $2.2M | 12k | 178.54 |
| 2020-03-31 | $1.2M | 6.3k | 182.77 |
| 2019-12-31 | $1.6M | 7.0k | 226.51 |
| 2019-09-30 | $1.5M | 7.4k | 208.01 |
| 2019-06-30 | $1.6M | 7.4k | 213.11 |
| 2019-03-31 | $1.5M | 7.6k | 200.95 |
| 2018-12-31 | $1.2M | 6.0k | 204.11 |
| 2018-09-30 | $1.1M | 5.0k | 214.04 |
| 2018-06-30 | $753k | 4.0k | 186.66 |
| 2018-03-31 | $805k | 4.0k | 199.55 |
| 2017-12-31 | $620k | 3.1k | 198.34 |